AIOOX Mutual Fund

NAV$12.59

Returns Overview

1 Month
-1.47%
3 Months
+7.12%
6 Months
+4.60%
YTD
+4.06%
1 Year
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOOX 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

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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 Index(MSEUACWF)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+9.13%
vs Peers
-5.07%

AIOOX Mutual Fund Performance

AIOOX performance across multiple time periods: 1-month -1.47%, YTD 4.06%, 1-year 13.52%.

AIOOX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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