AIVIX Mutual Fund

AIVIX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
+0.05%
3 Months
-2.50%
6 Months
+2.52%
YTD
+9.08%
1 Year
+13.96%
3 Years (annualized)
+21.79%
5 Years (annualized)
+10.77%
10 Years (annualized)
+7.99%

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)
+9.08%
Peer Avg (YTD)
+11.91%
vs Peers
-2.83%

AIVIX Mutual Fund Performance

AIVIX performance across multiple time periods: 1-month 0.05%, YTD 9.08%, 1-year 13.96%, 3-year 21.79%, 5-year 10.77%, 10-year 7.99%.

AIVIX returns trail the peer average of 11.91% 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.