AISZX Mutual Fund

AISZX Mutual Fund

NAV$23.01
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+9.93%
3 Months
+32.09%
6 Months
+19.11%
YTD
+17.05%
1 Year
+31.41%
3 Years (annualized)
+12.98%
5 Years (annualized)
+0.59%

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)
+17.05%
Peer Avg (YTD)
+18.52%
vs Peers
-1.47%

AISZX Mutual Fund Performance

AISZX performance across multiple time periods: 1-month 9.93%, YTD 17.05%, 1-year 31.41%, 3-year 12.98%, 5-year 0.59%.

AISZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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