AIVGX Mutual Fund

AIVGX Mutual Fund

NAV$21.45
See how much of AIVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
+0.09%
6 Months
+9.99%
YTD
+5.96%
1 Year
+10.73%
3 Years (annualized)
+14.63%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+8.68%
vs Peers
-2.72%

AIVGX Mutual Fund Performance

AIVGX performance across multiple time periods: 1-month -3.13%, YTD 5.96%, 1-year 10.73%, 3-year 14.63%, 5-year 6.69%, 10-year 9.39%.

AIVGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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