AIRIX Mutual Fund

AIRIX Mutual Fund

NAV$7.82
See how much of AIRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.75%
3 Months
-0.95%
6 Months
-1.31%
YTD
-0.94%
1 Year
+2.16%
3 Years (annualized)
+3.06%
5 Years (annualized)
-1.14%
10 Years (annualized)
+0.47%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
-0.94%
Peer Avg (YTD)
+0.12%
vs Peers
-1.06%

AIRIX Mutual Fund Performance

AIRIX performance across multiple time periods: 1-month -1.75%, YTD -0.94%, 1-year 2.16%, 3-year 3.06%, 5-year -1.14%, 10-year 0.47%.

AIRIX returns trail the peer average of 0.12% 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.