AIVCX Mutual Fund

NAV$22.00

Returns Overview

1 Month
+1.00%
3 Months
+9.57%
6 Months
+6.43%
YTD
+5.27%
1 Year
+12.39%
3 Years (annualized)
+11.49%
5 Years (annualized)
+5.44%

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
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)
+5.27%
Peer Avg (YTD)
+8.97%
vs Peers
-3.71%

AIVCX Mutual Fund Performance

AIVCX performance across multiple time periods: 1-month 1.00%, YTD 5.27%, 1-year 12.39%, 3-year 11.49%, 5-year 5.44%.

AIVCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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