AIOAX Mutual Fund

AIOAX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
+0.84%
3 Months
+0.77%
6 Months
+1.66%
YTD
+2.44%
1 Year
+4.30%
3 Years (annualized)
+7.28%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+2.15%
vs Peers
+0.28%

AIOAX Mutual Fund Performance

AIOAX performance across multiple time periods: 1-month 0.84%, YTD 2.44%, 1-year 4.30%, 3-year 7.28%, 5-year 3.29%, 10-year 4.08%.

AIOAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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