AISHX Mutual Fund

AISHX Mutual Fund

NAV$5.90
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Returns Overview

1 Month
+6.84%
3 Months
+0.87%
6 Months
+6.25%
YTD
+14.46%
1 Year
+18.98%
3 Years (annualized)
+17.88%
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)
+14.46%
Peer Avg (YTD)
+12.21%
vs Peers
+2.25%

AISHX Mutual Fund Performance

AISHX performance across multiple time periods: 1-month 6.84%, YTD 14.46%, 1-year 18.98%, 3-year 17.88%, 5-year 3.04%, 10-year 6.96%.

AISHX returns outperform the peer average of 12.21% 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.