AIOOX Mutual Fund

AIOOX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+2.73%
3 Months
+1.55%
6 Months
+3.33%
YTD
+7.35%
1 Year
+10.04%
3 Years (annualized)
+15.35%
5 Years (annualized)
+6.13%
10 Years (annualized)
+9.02%

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
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📉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 Index(MSEUACWF)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+8.05%
vs Peers
-0.71%

AIOOX Mutual Fund Performance

AIOOX performance across multiple time periods: 1-month 2.73%, YTD 7.35%, 1-year 10.04%, 3-year 15.35%, 5-year 6.13%, 10-year 9.02%.

AIOOX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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