AIVIX Mutual Fund

AIVIX Mutual Fund

NAV$20.88
See how much of AIVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
+5.15%
6 Months
+5.04%
YTD
+11.87%
1 Year
+27.20%
3 Years (annualized)
+17.53%
5 Years (annualized)
+11.76%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVIX 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)
+11.87%
Peer Avg (YTD)
+11.12%
vs Peers
+0.75%

AIVIX Mutual Fund Performance

AIVIX performance across multiple time periods: 1-month 2.46%, YTD 11.87%, 1-year 27.20%, 3-year 17.53%, 5-year 11.76%, 10-year 8.44%.

AIVIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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