AIPTX Mutual Fund

AIPTX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.22%
3 Months
-0.64%
6 Months
+1.29%
YTD
-1.38%
1 Year
-0.33%
3 Years (annualized)
-2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIPTX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+0.49%
vs Peers
-1.87%

AIPTX Mutual Fund Performance

AIPTX performance across multiple time periods: 1-month 0.22%, YTD -1.38%, 1-year -0.33%, 3-year -2.90%.

AIPTX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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