AIMCX Mutual Fund

NAV$13.91

Returns Overview

1 Month
+0.40%
3 Months
+1.25%
6 Months
+1.07%
YTD
+1.07%
1 Year
+4.25%
3 Years (annualized)
+2.79%
5 Years (annualized)
+0.52%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+0.38%
vs Peers
+0.68%

AIMCX Mutual Fund Performance

AIMCX performance across multiple time periods: 1-month 0.40%, YTD 1.07%, 1-year 4.25%, 3-year 2.79%, 5-year 0.52%, 10-year 0.77%.

AIMCX returns outperform the peer average of 0.38% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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