AIHAX Mutual Fund

AIHAX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+0.25%
3 Months
+1.29%
6 Months
+0.63%
YTD
+0.63%
1 Year
+3.60%
3 Years (annualized)
+3.49%
5 Years (annualized)
-0.93%
10 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIHAX 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
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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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+3.23%
vs Peers
-2.59%

AIHAX Mutual Fund Performance

AIHAX performance across multiple time periods: 1-month 0.25%, YTD 0.63%, 1-year 3.60%, 3-year 3.49%, 5-year -0.93%, 10-year 0.51%.

AIHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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