AIVCX Mutual Fund

AIVCX Mutual Fund

NAV$20.40
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Returns Overview

1 Month
-1.99%
3 Months
-2.99%
6 Months
+1.32%
YTD
+2.98%
1 Year
+6.27%
3 Years (annualized)
+14.53%
5 Years (annualized)
+4.53%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVCX 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)
+2.98%
Peer Avg (YTD)
+5.23%
vs Peers
-2.25%

AIVCX Mutual Fund Performance

AIVCX performance across multiple time periods: 1-month -1.99%, YTD 2.98%, 1-year 6.27%, 3-year 14.53%, 5-year 4.53%, 10-year 8.20%.

AIVCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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