AIIEX Mutual Fund

AIIEX Mutual Fund

NAV$23.05
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Returns Overview

1 Month
+1.48%
3 Months
+2.01%
6 Months
+5.70%
YTD
+11.65%
1 Year
+16.81%
3 Years (annualized)
+11.43%
5 Years (annualized)
+6.24%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIIEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+8.51%
vs Peers
+3.14%

AIIEX Mutual Fund Performance

AIIEX performance across multiple time periods: 1-month 1.48%, YTD 11.65%, 1-year 16.81%, 3-year 11.43%, 5-year 6.24%, 10-year 7.46%.

AIIEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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