AIGYX Mutual Fund

AIGYX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
+2.66%
3 Months
+5.07%
6 Months
+17.46%
YTD
+20.74%
1 Year
+27.02%
3 Years (annualized)
+12.24%
5 Years (annualized)
+5.25%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIGYX 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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+20.74%
Peer Avg (YTD)
+12.53%
vs Peers
+8.21%

AIGYX Mutual Fund Performance

AIGYX performance across multiple time periods: 1-month 2.66%, YTD 20.74%, 1-year 27.02%, 3-year 12.24%, 5-year 5.25%, 10-year 6.15%.

AIGYX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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