AIHHX Mutual Fund

AIHHX Mutual Fund

NAV$6.88
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Returns Overview

1 Month
+1.33%
3 Months
+5.53%
6 Months
+9.05%
YTD
+14.12%
1 Year
+22.58%
3 Years (annualized)
+11.10%
5 Years (annualized)
+4.09%
10 Years (annualized)
+8.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+15.31%
vs Peers
-1.19%

AIHHX Mutual Fund Performance

AIHHX performance across multiple time periods: 1-month 1.33%, YTD 14.12%, 1-year 22.58%, 3-year 11.10%, 5-year 4.09%, 10-year 8.04%.

AIHHX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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