AIGOX Mutual Fund

NAV$41.24

Returns Overview

1 Month
+0.32%
3 Months
+16.54%
6 Months
+14.72%
YTD
+14.13%
1 Year
+30.95%
3 Years (annualized)
+22.67%
5 Years (annualized)
+15.22%
10 Years (annualized)
+14.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIGOX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+9.51%
vs Peers
+4.62%

AIGOX Mutual Fund Performance

AIGOX performance across multiple time periods: 1-month 0.32%, YTD 14.13%, 1-year 30.95%, 3-year 22.67%, 5-year 15.22%, 10-year 14.88%.

AIGOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

AIGOX performance comparison shows side-by-side returns with another fund. AIGOX alternatives are available in the Mutual Fund Screener.