AIEVX Mutual Fund

NAV$24.68

Returns Overview

1 Month
+1.21%
3 Months
+15.15%
6 Months
+10.97%
YTD
+9.37%
1 Year
+15.69%
3 Years (annualized)
+10.30%
5 Years (annualized)
+4.29%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIEVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+8.97%
vs Peers
+0.40%

AIEVX Mutual Fund Performance

AIEVX performance across multiple time periods: 1-month 1.21%, YTD 9.37%, 1-year 15.69%, 3-year 10.30%, 5-year 4.29%, 10-year 7.22%.

AIEVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

AIEVX performance comparison shows side-by-side returns with another fund. AIEVX alternatives are available in the Mutual Fund Screener.