AIVBX Mutual Fund

AIVBX Mutual Fund

NAV$21.53
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Returns Overview

1 Month
+2.31%
3 Months
+4.38%
6 Months
+3.45%
YTD
+10.30%
1 Year
+16.81%
3 Years (annualized)
+14.13%
5 Years (annualized)
+6.23%
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)
+10.30%
Peer Avg (YTD)
+8.51%
vs Peers
+1.79%

AIVBX Mutual Fund Performance

AIVBX performance across multiple time periods: 1-month 2.31%, YTD 10.30%, 1-year 16.81%, 3-year 14.13%, 5-year 6.23%, 10-year 8.95%.

AIVBX returns outperform the peer average of 8.51% 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.