AIENX Mutual Fund

NAV$8.68

Returns Overview

1 Month
-1.59%
3 Months
-1.70%
6 Months
-2.47%
YTD
-2.25%
1 Year
+5.12%
3 Years (annualized)
+5.58%
5 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIENX 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

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)
-2.25%
Peer Avg (YTD)
+3.23%
vs Peers
-5.48%

AIENX Mutual Fund Performance

AIENX performance across multiple time periods: 1-month -1.59%, YTD -2.25%, 1-year 5.12%, 3-year 5.58%, 5-year 1.12%.

AIENX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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