AIVGX Mutual Fund

AIVGX Mutual Fund

NAV$22.38
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Returns Overview

1 Month
+0.92%
3 Months
+4.74%
6 Months
+3.55%
YTD
+8.00%
1 Year
+18.00%
3 Years (annualized)
+12.52%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVGX 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)
+8.00%
Peer Avg (YTD)
+6.23%
vs Peers
+1.77%

AIVGX Mutual Fund Performance

AIVGX performance across multiple time periods: 1-month 0.92%, YTD 8.00%, 1-year 18.00%, 3-year 12.52%, 5-year 6.67%, 10-year 9.40%.

AIVGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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