AIVGX Mutual Fund

AIVGX Mutual Fund

NAV$22.51
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Returns Overview

1 Month
+1.12%
3 Months
+9.89%
6 Months
+7.02%
YTD
+5.87%
1 Year
+13.66%
3 Years (annualized)
+12.76%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.66%

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)
+5.87%
Peer Avg (YTD)
+8.97%
vs Peers
-3.11%

AIVGX Mutual Fund Performance

AIVGX performance across multiple time periods: 1-month 1.12%, YTD 5.87%, 1-year 13.66%, 3-year 12.76%, 5-year 6.65%, 10-year 9.66%.

AIVGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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