AAINX Mutual Fund

NAV$9.14

Returns Overview

1 Month
-1.30%
3 Months
-1.19%
6 Months
-1.72%
YTD
-1.40%
1 Year
+5.51%
3 Years (annualized)
+6.29%
5 Years (annualized)
+2.24%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAINX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.40%
Peer Avg (YTD)
+3.23%
vs Peers
-4.63%

AAINX Mutual Fund Performance

AAINX performance across multiple time periods: 1-month -1.30%, YTD -1.40%, 1-year 5.51%, 3-year 6.29%, 5-year 2.24%, 10-year 2.98%.

AAINX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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