AIOCX Mutual Fund

AIOCX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-6.40%
3 Months
-7.95%
6 Months
-2.54%
YTD
+4.81%
1 Year
+14.40%
3 Years (annualized)
+9.71%
5 Years (annualized)
-0.41%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOCX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+8.67%
vs Peers
-3.86%

AIOCX Mutual Fund Performance

AIOCX performance across multiple time periods: 1-month -6.40%, YTD 4.81%, 1-year 14.40%, 3-year 9.71%, 5-year -0.41%, 10-year 5.80%.

AIOCX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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