AVK ETF

AVK ETF
$10.73
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Returns Overview

1 Month
-3.75%
3 Months
-4.41%
6 Months
-2.12%
YTD
+5.51%
1 Year
+6.02%
3 Years (annualized)
+18.35%
5 Years (annualized)
+4.80%
10 Years (annualized)
+8.87%

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
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
Russell 2500 Value Index(^R25IV)
This ETF (YTD)
+5.51%
Peer Avg (YTD)
+5.45%
vs Peers
+0.06%

AVK ETF Performance

AVK performance across multiple time periods: 1-month -3.75%, YTD 5.51%, 1-year 6.02%, 3-year 18.35%, 5-year 4.80%, 10-year 8.87%.

AVK returns outperform the peer average of 5.45% 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 Return
1 Month-3.75%
3 Months-4.41%
6 Months-2.12%
1 Year+6.02%
3 Years+18.35%
5 Years+4.80%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.