Cumulative Performance vs S&P 500 (%)

This chart shows the cumulative performance of the AVI portfolio since inception vs the S&P 500. Performance vs S&P 500 (%) = AVI Performance (%) - S&P 500 Performance(%)

Quarterly Report - Q3 2023

Quarterly Report - Q2 2023

Quarterly Report - Q1 2023

Annual Report - 2022