AISHX Mutual Fund

AISHX Mutual Fund

NAV$5.91
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Returns Overview

1 Month
+1.24%
3 Months
+5.33%
6 Months
+8.52%
YTD
+13.47%
1 Year
+21.19%
3 Years (annualized)
+10.00%
5 Years (annualized)
+3.04%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISHX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+15.31%
vs Peers
-1.85%

AISHX Mutual Fund Performance

AISHX performance across multiple time periods: 1-month 1.24%, YTD 13.47%, 1-year 21.19%, 3-year 10.00%, 5-year 3.04%, 10-year 6.96%.

AISHX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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