AIVOX Mutual Fund

AIVOX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+8.30%
3 Months
-2.28%
6 Months
-1.26%
YTD
+13.96%
1 Year
+20.05%
3 Years (annualized)
+15.06%
5 Years (annualized)
+1.44%
10 Years (annualized)
+7.72%

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)
+13.96%
Peer Avg (YTD)
+9.98%
vs Peers
+3.98%

AIVOX Mutual Fund Performance

AIVOX performance across multiple time periods: 1-month 8.30%, YTD 13.96%, 1-year 20.05%, 3-year 15.06%, 5-year 1.44%, 10-year 7.72%.

AIVOX returns outperform the peer average of 9.98% 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.