AIVFX Mutual Fund

AIVFX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
+0.97%
3 Months
+4.71%
6 Months
+3.56%
YTD
+7.98%
1 Year
+17.96%
3 Years (annualized)
+12.39%
5 Years (annualized)
+6.55%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+6.23%
vs Peers
+1.75%

AIVFX Mutual Fund Performance

AIVFX performance across multiple time periods: 1-month 0.97%, YTD 7.98%, 1-year 17.96%, 3-year 12.39%, 5-year 6.55%, 10-year 9.31%.

AIVFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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