AZISX Mutual Fund

NAV$10.30

Returns Overview

1 Month
-3.04%
3 Months
+11.06%
6 Months
+9.34%
YTD
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZISX 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 World Ex USA Small Cap NR USD(^MIWOU00S0NUS)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+18.52%
vs Peers
-9.98%

AZISX Mutual Fund Performance

AZISX performance across multiple time periods: 1-month -3.04%, YTD 8.55%.

AZISX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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