AIFAX Mutual Fund

NAV$20.10

Returns Overview

1 Month
-4.19%
3 Months
+6.24%
6 Months
+16.18%
YTD
+16.45%
1 Year
+50.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.45%
Peer Avg (YTD)
+8.97%
vs Peers
+7.48%

AIFAX Mutual Fund Performance

AIFAX performance across multiple time periods: 1-month -4.19%, YTD 16.45%, 1-year 50.98%.

AIFAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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