AVK ETF

AVK ETF
$12.97
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Returns Overview

1 Month
-5.14%
3 Months
+2.39%
6 Months
+7.70%
YTD
+10.38%
1 Year
+20.60%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would AVK 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
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📉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
Russell 2500 Value Index(^R25IV)
This ETF (YTD)
+10.38%
Peer Avg (YTD)
+13.29%
vs Peers
-2.91%

AVK ETF Performance

AVK performance across multiple time periods: 1-month -5.14%, YTD 10.38%, 1-year 20.60%, 3-year 14.36%, 5-year 6.08%, 10-year 9.32%.

AVK returns trail the peer average of 13.29% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this ETF.

AVK vs another fund shows side-by-side returns. AVK alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.14%N/A
3 Months+2.39%N/A
6 Months+7.70%N/A
1 Year+20.60%N/A
3 Years+14.36%N/A
5 Years+6.08%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized