AIEVX Mutual Fund

AIEVX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
+1.50%
3 Months
+2.05%
6 Months
+5.86%
YTD
+11.89%
1 Year
+17.18%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.83%

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
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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 ACWI ex US Index
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+8.51%
vs Peers
+3.38%

AIEVX Mutual Fund Performance

AIEVX performance across multiple time periods: 1-month 1.50%, YTD 11.89%, 1-year 17.18%, 3-year 12.17%, 5-year 4.66%, 10-year 6.83%.

AIEVX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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