AISZX Mutual Fund

AISZX Mutual Fund

NAV$22.54
See how much of AISZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.65%
3 Months
+17.12%
6 Months
+16.87%
YTD
+18.34%
1 Year
+29.34%
3 Years (annualized)
+10.97%
5 Years (annualized)
-2.99%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+15.31%
vs Peers
+3.03%

AISZX Mutual Fund Performance

AISZX performance across multiple time periods: 1-month -0.65%, YTD 18.34%, 1-year 29.34%, 3-year 10.97%, 5-year -2.99%, 10-year 10.55%.

AISZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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