AINIX Mutual Fund

AINIX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
-1.30%
3 Months
+7.03%
6 Months
+12.15%
YTD
+15.70%
1 Year
+27.44%
3 Years (annualized)
+17.52%
5 Years (annualized)
+9.73%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AINIX 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
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📉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)
+15.70%
Peer Avg (YTD)
+11.12%
vs Peers
+4.58%

AINIX Mutual Fund Performance

AINIX performance across multiple time periods: 1-month -1.30%, YTD 15.70%, 1-year 27.44%, 3-year 17.52%, 5-year 9.73%, 10-year 7.31%.

AINIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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