AIOIX Mutual Fund

AIOIX Mutual Fund

NAV$13.65
See how much of AIOIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.30%
3 Months
-7.75%
6 Months
-2.04%
YTD
+5.49%
1 Year
+15.54%
3 Years (annualized)
+10.82%
5 Years (annualized)
+0.59%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOIX 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
MSCI ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+8.67%
vs Peers
-3.18%

AIOIX Mutual Fund Performance

AIOIX performance across multiple time periods: 1-month -6.30%, YTD 5.49%, 1-year 15.54%, 3-year 10.82%, 5-year 0.59%, 10-year 7.19%.

AIOIX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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