AIOIX Mutual Fund

NAV$12.58

Returns Overview

1 Month
-4.12%
3 Months
-6.68%
6 Months
-2.71%
YTD
+4.92%
1 Year
+22.08%
3 Years (annualized)
+13.95%
5 Years (annualized)
+2.35%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOIX 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 Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+9.16%
vs Peers
-4.24%

AIOIX Mutual Fund Performance

AIOIX performance across multiple time periods: 1-month -4.12%, YTD 4.92%, 1-year 22.08%, 3-year 13.95%, 5-year 2.35%, 10-year 8.54%.

AIOIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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