AIISX Mutual Fund

NAV$45.20

Returns Overview

1 Month
-2.41%
3 Months
+6.30%
6 Months
+12.67%
YTD
+12.55%
1 Year
+32.05%
3 Years (annualized)
+19.91%
5 Years (annualized)
+6.96%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIISX 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
PROUpgrade to run

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 All Country World ex USA Net Index
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+9.16%
vs Peers
+3.39%

AIISX Mutual Fund Performance

AIISX performance across multiple time periods: 1-month -2.41%, YTD 12.55%, 1-year 32.05%, 3-year 19.91%, 5-year 6.96%, 10-year 8.62%.

AIISX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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