AIIYX Mutual Fund

AIIYX Mutual Fund

NAV$23.85
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Returns Overview

1 Month
+1.26%
3 Months
+15.19%
6 Months
+10.92%
YTD
+9.31%
1 Year
+15.58%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.20%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIIYX 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)
+9.31%
Peer Avg (YTD)
+8.97%
vs Peers
+0.34%

AIIYX Mutual Fund Performance

AIIYX performance across multiple time periods: 1-month 1.26%, YTD 9.31%, 1-year 15.58%, 3-year 10.19%, 5-year 4.20%, 10-year 7.12%.

AIIYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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