AIUSX Mutual Fund

AIUSX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.11%
3 Months
+0.55%
6 Months
+1.11%
YTD
+1.48%
1 Year
+2.45%
3 Years (annualized)
+3.00%
5 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIUSX 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
Bloomberg 1 Year Municipal Bond Index(^BYMBIMBI)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+0.15%
vs Peers
+1.33%

AIUSX Mutual Fund Performance

AIUSX performance across multiple time periods: 1-month 0.11%, YTD 1.48%, 1-year 2.45%, 3-year 3.00%, 5-year 2.14%.

AIUSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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