AILCX Mutual Fund

AILCX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
+3.98%
3 Months
+7.60%
6 Months
+5.37%
YTD
+10.05%
1 Year
+23.23%
3 Years (annualized)
+15.34%
5 Years (annualized)
+10.20%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AILCX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+11.12%
vs Peers
-1.07%

AILCX Mutual Fund Performance

AILCX performance across multiple time periods: 1-month 3.98%, YTD 10.05%, 1-year 23.23%, 3-year 15.34%, 5-year 10.20%, 10-year 7.86%.

AILCX returns trail the peer average of 11.12% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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