AIHHX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+4.63%
3 Months
+9.89%
6 Months
+13.57%
YTD
+12.62%
1 Year
+19.59%
3 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIHHX 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

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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+18.52%
vs Peers
-5.90%

AIHHX Mutual Fund Performance

AIHHX performance across multiple time periods: 1-month 4.63%, YTD 12.62%, 1-year 19.59%, 3-year 14.34%.

AIHHX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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