AIOIX Mutual Fund

AIOIX Mutual Fund

NAV$13.17
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Returns Overview

1 Month
+8.25%
3 Months
-2.24%
6 Months
-1.17%
YTD
+14.19%
1 Year
+20.30%
3 Years (annualized)
+15.36%
5 Years (annualized)
+1.70%
10 Years (annualized)
+8.33%

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
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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)
+14.19%
Peer Avg (YTD)
+9.98%
vs Peers
+4.21%

AIOIX Mutual Fund Performance

AIOIX performance across multiple time periods: 1-month 8.25%, YTD 14.19%, 1-year 20.30%, 3-year 15.36%, 5-year 1.70%, 10-year 8.33%.

AIOIX returns outperform the peer average of 9.98% 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.