AIVC ETF

$97.47

Returns Overview

1 Month
-13.48%
3 Months
+13.96%
6 Months
+29.43%
YTD
+40.78%
1 Year
+115.49%
3 Years (annualized)
+48.10%
5 Years (annualized)
+17.33%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would AIVC 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
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📉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

-13.48%

3 Months Performance

+13.96%

6 Months Performance

+29.43%

1 Year Performance

+115.49%

Benchmark & Peers

Benchmark
Dan Ives Global Cloud Technology Prime Index
This ETF (YTD)
+40.78%
Peer Avg (YTD)
+16.06%
vs Peers
+24.72%

AIVC ETF Performance

AIVC performance across multiple time periods: 1-month -13.48%, YTD 40.78%, 1-year 115.49%, 3-year 48.10%, 5-year 17.33%.

AIVC returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this ETF.

AIVC performance comparison shows side-by-side returns with another fund. AIVC alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-13.48%Jun 29, 2026 to Jul 28, 2026
3 Months+13.96%Apr 28, 2026 to Jul 28, 2026
6 Months+29.43%Jan 28, 2026 to Jul 28, 2026
1 Year+115.49%N/A
3 Years+48.10%N/A
5 Years+17.33%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized