AIVEX Mutual Fund

AIVEX Mutual Fund

NAV$21.11
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Returns Overview

1 Month
+2.35%
3 Months
+4.37%
6 Months
+3.49%
YTD
+10.33%
1 Year
+16.86%
3 Years (annualized)
+14.22%
5 Years (annualized)
+6.30%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVEX 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)
+10.33%
Peer Avg (YTD)
+8.51%
vs Peers
+1.82%

AIVEX Mutual Fund Performance

AIVEX performance across multiple time periods: 1-month 2.35%, YTD 10.33%, 1-year 16.86%, 3-year 14.22%, 5-year 6.30%, 10-year 9.02%.

AIVEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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