AIVEX Mutual Fund

NAV$22.36

Returns Overview

1 Month
+1.08%
3 Months
+9.80%
6 Months
+6.85%
YTD
+5.65%
1 Year
+13.29%
3 Years (annualized)
+12.35%
5 Years (annualized)
+6.25%

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
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)
+5.65%
Peer Avg (YTD)
+8.97%
vs Peers
-3.33%

AIVEX Mutual Fund Performance

AIVEX performance across multiple time periods: 1-month 1.08%, YTD 5.65%, 1-year 13.29%, 3-year 12.35%, 5-year 6.25%.

AIVEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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