AIVBX Mutual Fund

AIVBX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
+0.93%
3 Months
+4.64%
6 Months
+3.39%
YTD
+7.81%
1 Year
+17.54%
3 Years (annualized)
+12.02%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.95%

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
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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)
+7.81%
Peer Avg (YTD)
+6.23%
vs Peers
+1.58%

AIVBX Mutual Fund Performance

AIVBX performance across multiple time periods: 1-month 0.93%, YTD 7.81%, 1-year 17.54%, 3-year 12.02%, 5-year 6.20%, 10-year 8.95%.

AIVBX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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