AIVOX Mutual Fund

AIVOX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-2.33%
3 Months
-0.91%
6 Months
+7.97%
YTD
+9.98%
1 Year
+13.77%
3 Years (annualized)
+15.06%
5 Years (annualized)
+1.44%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVOX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+7.86%
vs Peers
+2.12%

AIVOX Mutual Fund Performance

AIVOX performance across multiple time periods: 1-month -2.33%, YTD 9.98%, 1-year 13.77%, 3-year 15.06%, 5-year 1.44%, 10-year 7.72%.

AIVOX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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