AISHX Mutual Fund

NAV$5.66

Returns Overview

1 Month
+0.53%
3 Months
+3.28%
6 Months
+6.39%
YTD
+12.08%
1 Year
+18.29%
3 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISHX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.08%
Peer Avg (YTD)
+18.52%
vs Peers
-6.45%

AISHX Mutual Fund Performance

AISHX performance across multiple time periods: 1-month 0.53%, YTD 12.08%, 1-year 18.29%, 3-year 13.32%.

AISHX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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