AILCX Mutual Fund

AILCX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
-0.38%
3 Months
-3.50%
6 Months
+3.83%
YTD
+6.20%
1 Year
+12.86%
3 Years (annualized)
+18.78%
5 Years (annualized)
+9.01%
10 Years (annualized)
+7.50%

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)
+6.20%
Peer Avg (YTD)
+10.38%
vs Peers
-4.19%

AILCX Mutual Fund Performance

AILCX performance across multiple time periods: 1-month -0.38%, YTD 6.20%, 1-year 12.86%, 3-year 18.78%, 5-year 9.01%, 10-year 7.50%.

AILCX returns trail the peer average of 10.38% 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.