AIGIX Mutual Fund

NAV$21.56

Returns Overview

1 Month
-2.75%
3 Months
+2.67%
6 Months
+3.75%
YTD
+6.36%
1 Year
+13.45%
3 Years (annualized)
+15.42%
5 Years (annualized)
+5.74%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIGIX 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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+8.97%
vs Peers
-2.61%

AIGIX Mutual Fund Performance

AIGIX performance across multiple time periods: 1-month -2.75%, YTD 6.36%, 1-year 13.45%, 3-year 15.42%, 5-year 5.74%, 10-year 9.85%.

AIGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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