AOVIX Mutual Fund

AOVIX Mutual Fund

NAV$23.15
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Returns Overview

1 Month
-2.60%
3 Months
-0.82%
6 Months
+11.55%
YTD
+8.23%
1 Year
+11.15%
3 Years (annualized)
+16.52%
5 Years (annualized)
+7.27%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOVIX 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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+6.10%
vs Peers
+2.13%

AOVIX Mutual Fund Performance

AOVIX performance across multiple time periods: 1-month -2.60%, YTD 8.23%, 1-year 11.15%, 3-year 16.52%, 5-year 7.27%, 10-year 11.24%.

AOVIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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