AIVOX Mutual Fund

AIVOX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
-6.33%
3 Months
-7.87%
6 Months
-2.23%
YTD
+5.22%
1 Year
+15.21%
3 Years (annualized)
+10.54%
5 Years (annualized)
+0.33%
10 Years (annualized)
+6.99%

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
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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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+8.67%
vs Peers
-3.45%

AIVOX Mutual Fund Performance

AIVOX performance across multiple time periods: 1-month -6.33%, YTD 5.22%, 1-year 15.21%, 3-year 10.54%, 5-year 0.33%, 10-year 6.99%.

AIVOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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