AIVCX Mutual Fund

AIVCX Mutual Fund

NAV$20.92
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Returns Overview

1 Month
-3.25%
3 Months
-0.19%
6 Months
+9.36%
YTD
+5.07%
1 Year
+9.46%
3 Years (annualized)
+13.34%
5 Years (annualized)
+5.48%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+8.68%
vs Peers
-3.61%

AIVCX Mutual Fund Performance

AIVCX performance across multiple time periods: 1-month -3.25%, YTD 5.07%, 1-year 9.46%, 3-year 13.34%, 5-year 5.48%, 10-year 8.20%.

AIVCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

AIVCX vs another fund shows side-by-side returns. AIVCX alternatives are available in the Mutual Fund Screener.