AILCX Mutual Fund

NAV$19.01

Returns Overview

1 Month
-0.44%
3 Months
+9.03%
6 Months
+6.59%
YTD
+5.84%
1 Year
+18.31%
3 Years (annualized)
+14.26%
5 Years (annualized)
+8.65%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AILCX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+8.71%
vs Peers
-2.87%

AILCX Mutual Fund Performance

AILCX performance across multiple time periods: 1-month -0.44%, YTD 5.84%, 1-year 18.31%, 3-year 14.26%, 5-year 8.65%, 10-year 7.58%.

AILCX returns trail the peer average of 8.71% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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