AIVFX Mutual Fund

AIVFX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
-3.14%
3 Months
+0.09%
6 Months
+9.92%
YTD
+5.88%
1 Year
+10.62%
3 Years (annualized)
+14.52%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+8.68%
vs Peers
-2.80%

AIVFX Mutual Fund Performance

AIVFX performance across multiple time periods: 1-month -3.14%, YTD 5.88%, 1-year 10.62%, 3-year 14.52%, 5-year 6.59%, 10-year 9.31%.

AIVFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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