AIGYX Mutual Fund

NAV$12.22

Returns Overview

1 Month
+3.48%
3 Months
+11.07%
6 Months
+17.84%
YTD
+17.62%
1 Year
+23.38%
3 Years (annualized)
+12.19%
5 Years (annualized)
+5.65%
10 Years (annualized)
+6.31%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+17.62%
Peer Avg (YTD)
+11.24%
vs Peers
+6.37%

AIGYX Mutual Fund Performance

AIGYX performance across multiple time periods: 1-month 3.48%, YTD 17.62%, 1-year 23.38%, 3-year 12.19%, 5-year 5.65%, 10-year 6.31%.

AIGYX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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