AOVIX Mutual Fund

AOVIX Mutual Fund

NAV$22.69
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Returns Overview

1 Month
-0.96%
3 Months
-1.73%
6 Months
+1.80%
YTD
+7.19%
1 Year
+9.01%
3 Years (annualized)
+18.42%
5 Years (annualized)
+6.34%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOVIX 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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+6.22%
vs Peers
+0.97%

AOVIX Mutual Fund Performance

AOVIX performance across multiple time periods: 1-month -0.96%, YTD 7.19%, 1-year 9.01%, 3-year 18.42%, 5-year 6.34%, 10-year 10.84%.

AOVIX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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