AIIYX Mutual Fund

AIIYX Mutual Fund

NAV$23.07
See how much of AIIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.68%
3 Months
+4.98%
6 Months
+6.52%
YTD
+10.16%
1 Year
+18.62%
3 Years (annualized)
+9.84%
5 Years (annualized)
+4.55%
10 Years (annualized)
+6.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+6.23%
vs Peers
+3.93%

AIIYX Mutual Fund Performance

AIIYX performance across multiple time periods: 1-month -0.68%, YTD 10.16%, 1-year 18.62%, 3-year 9.84%, 5-year 4.55%, 10-year 6.79%.

AIIYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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