AIGIX Mutual Fund

AIGIX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-3.43%
3 Months
+4.43%
6 Months
+4.38%
YTD
+10.37%
1 Year
+12.11%
3 Years (annualized)
+11.86%
5 Years (annualized)
+3.03%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+6.23%
vs Peers
+4.14%

AIGIX Mutual Fund Performance

AIGIX performance across multiple time periods: 1-month -3.43%, YTD 10.37%, 1-year 12.11%, 3-year 11.86%, 5-year 3.03%, 10-year 8.25%.

AIGIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

AIGIX vs another fund shows side-by-side returns. AIGIX alternatives are available in the Mutual Fund Screener.