AIVL ETF

$121.32

Returns Overview

1 Month
+3.17%
3 Months
+8.04%
6 Months
+8.72%
YTD
+7.07%
1 Year
+11.48%
3 Years
+12.48%
5 Years
+9.65%
10 Years
+8.69%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would AIVL 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

+3.17%

3 Months Performance

+8.04%

6 Months Performance

+8.72%

1 Year Performance

+11.48%

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+7.07%
Peer Avg (YTD)
+5.12%
vs Peers
+1.95%

AIVL ETF Performance

AIVL performance across multiple time periods: 1-month 3.17%, YTD 7.07%, 1-year 11.48%, 3-year 12.48%, 5-year 9.65%, 10-year 8.69%.

AIVL returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.17%N/A
3 Months+8.04%N/A
6 Months+8.72%N/A
1 Year+11.48%N/A
3 Years+12.48%N/A
5 Years+9.65%N/A

All returns shown are total returns, not annualized