AIVIX Mutual Fund

AIVIX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
-3.88%
3 Months
-0.15%
6 Months
+7.86%
YTD
+7.75%
1 Year
+14.28%
3 Years (annualized)
+19.58%
5 Years (annualized)
+11.75%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVIX 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)
+7.75%
Peer Avg (YTD)
+9.88%
vs Peers
-2.14%

AIVIX Mutual Fund Performance

AIVIX performance across multiple time periods: 1-month -3.88%, YTD 7.75%, 1-year 14.28%, 3-year 19.58%, 5-year 11.75%, 10-year 8.36%.

AIVIX returns trail the peer average of 9.88% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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