AIVSX Mutual Fund

AIVSX Mutual Fund

NAV$69.60
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Returns Overview

1 Month
+0.01%
3 Months
+4.14%
6 Months
+7.89%
YTD
+9.14%
1 Year
+17.01%
3 Years (annualized)
+20.94%
5 Years (annualized)
+13.32%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIVSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+9.41%
vs Peers
-0.27%

AIVSX Mutual Fund Performance

AIVSX performance across multiple time periods: 1-month 0.01%, YTD 9.14%, 1-year 17.01%, 3-year 20.94%, 5-year 13.32%, 10-year 13.45%.

AIVSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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