AISBX Mutual Fund

AISBX Mutual Fund

NAV$15.23
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Returns Overview

1 Month
+0.73%
3 Months
+6.67%
6 Months
+9.83%
YTD
+15.16%
1 Year
+15.16%
3 Years (annualized)
+5.74%
5 Years (annualized)
+3.01%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISBX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+15.31%
vs Peers
-0.15%

AISBX Mutual Fund Performance

AISBX performance across multiple time periods: 1-month 0.73%, YTD 15.16%, 1-year 15.16%, 3-year 5.74%, 5-year 3.01%, 10-year 7.35%.

AISBX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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