AIRIX Mutual Fund

AIRIX Mutual Fund

NAV$7.72
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Returns Overview

1 Month
+1.99%
3 Months
-1.91%
6 Months
-2.84%
YTD
-2.84%
1 Year
-2.45%
3 Years (annualized)
+4.33%
5 Years (annualized)
-1.42%
10 Years (annualized)
+0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIRIX 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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
-2.84%
Peer Avg (YTD)
+1.93%
vs Peers
-4.76%

AIRIX Mutual Fund Performance

AIRIX performance across multiple time periods: 1-month 1.99%, YTD -2.84%, 1-year -2.45%, 3-year 4.33%, 5-year -1.42%, 10-year 0.41%.

AIRIX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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