AINIX Mutual Fund

NAV$18.68

Returns Overview

1 Month
-0.80%
3 Months
+21.60%
6 Months
+18.11%
YTD
+17.22%
1 Year
+23.61%
3 Years (annualized)
+19.68%
5 Years (annualized)
+10.08%
10 Years (annualized)
+8.06%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.22%
Peer Avg (YTD)
+8.71%
vs Peers
+8.50%

AINIX Mutual Fund Performance

AINIX performance across multiple time periods: 1-month -0.80%, YTD 17.22%, 1-year 23.61%, 3-year 19.68%, 5-year 10.08%, 10-year 8.06%.

AINIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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