AVK ETF

$12.56
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Returns Overview

1 Month
-1.57%
3 Months
+3.33%
6 Months
+4.29%
YTD
+5.58%
1 Year
+29.55%
3 Years (annualized)
+18.45%
5 Years (annualized)
+6.96%
10 Years (annualized)
+10.45%

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

-1.57%

3 Months Performance

+3.33%

6 Months Performance

+4.29%

1 Year Performance

+29.55%

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This ETF (YTD)
+5.58%
Peer Avg (YTD)
+18.00%
vs Peers
-12.42%

AVK ETF Performance

AVK performance across multiple time periods: 1-month -1.57%, YTD 5.58%, 1-year 29.55%, 3-year 18.45%, 5-year 6.96%, 10-year 10.45%.

AVK returns trail the peer average of 18.00% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.57%Jun 17, 2026 to Jul 17, 2026
3 Months+3.33%Apr 17, 2026 to Jul 17, 2026
6 Months+4.29%Jan 20, 2026 to Jul 17, 2026
1 Year+29.55%N/A
3 Years+18.45%N/A
5 Years+6.96%N/A

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