AIVL ETF

AIVL ETF
$134.91
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Returns Overview

1 Month
+1.03%
3 Months
+8.08%
6 Months
+11.49%
YTD
+15.70%
1 Year
+19.35%
3 Years (annualized)
+13.18%
5 Years (annualized)
+8.72%
10 Years (annualized)
+8.11%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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
Russell 1000 Value Index(RLV)
This ETF (YTD)
+15.70%
Peer Avg (YTD)
+11.41%
vs Peers
+4.28%

AIVL ETF Performance

AIVL performance across multiple time periods: 1-month 1.03%, YTD 15.70%, 1-year 19.35%, 3-year 13.18%, 5-year 8.72%, 10-year 8.11%.

AIVL returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.03%N/A
3 Months+8.08%N/A
6 Months+11.49%N/A
1 Year+19.35%N/A
3 Years+13.18%N/A
5 Years+8.72%N/A

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