AIVOX Mutual Fund

NAV$13.05

Returns Overview

1 Month
-3.67%
3 Months
+8.97%
6 Months
+12.33%
YTD
+11.00%
1 Year
+21.74%
3 Years (annualized)
+13.64%
5 Years (annualized)
+2.10%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVOX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+9.16%
vs Peers
+1.84%

AIVOX Mutual Fund Performance

AIVOX performance across multiple time periods: 1-month -3.67%, YTD 11.00%, 1-year 21.74%, 3-year 13.64%, 5-year 2.10%, 10-year 8.34%.

AIVOX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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