AIOCX Mutual Fund

NAV$11.80

Returns Overview

1 Month
-3.65%
3 Months
+8.89%
6 Months
+11.97%
YTD
+10.61%
1 Year
+20.85%
3 Years (annualized)
+12.82%
5 Years (annualized)
+4.47%
10 Years (annualized)
+10.42%

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
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 USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+9.16%
vs Peers
+1.45%

AIOCX Mutual Fund Performance

AIOCX performance across multiple time periods: 1-month -3.65%, YTD 10.61%, 1-year 20.85%, 3-year 12.82%, 5-year 4.47%, 10-year 10.42%.

AIOCX returns outperform the peer average of 9.16% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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