AIVBX Mutual Fund

NAV$22.30

Returns Overview

1 Month
+1.08%
3 Months
+9.77%
6 Months
+6.82%
YTD
+5.61%
1 Year
+13.18%
3 Years (annualized)
+12.27%
5 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVBX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+8.97%
vs Peers
-3.36%

AIVBX Mutual Fund Performance

AIVBX performance across multiple time periods: 1-month 1.08%, YTD 5.61%, 1-year 13.18%, 3-year 12.27%, 5-year 6.18%.

AIVBX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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