AIISX Mutual Fund

AIISX Mutual Fund

NAV$46.35
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Returns Overview

1 Month
+1.77%
3 Months
+1.23%
6 Months
+7.10%
YTD
+14.55%
1 Year
+33.89%
3 Years (annualized)
+18.53%
5 Years (annualized)
+6.80%
10 Years (annualized)
+8.53%

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
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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 All Country World ex USA Net Index
This Mutual Fund (YTD)
+14.55%
Peer Avg (YTD)
+8.67%
vs Peers
+5.88%

AIISX Mutual Fund Performance

AIISX performance across multiple time periods: 1-month 1.77%, YTD 14.55%, 1-year 33.89%, 3-year 18.53%, 5-year 6.80%, 10-year 8.53%.

AIISX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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