AVENX Mutual Fund

AVENX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
-0.22%
3 Months
+20.07%
6 Months
+23.48%
YTD
+21.02%
1 Year
+40.36%
3 Years (annualized)
+24.04%
5 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVENX 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 Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+23.08%
vs Peers
-2.05%

AVENX Mutual Fund Performance

AVENX performance across multiple time periods: 1-month -0.22%, YTD 21.02%, 1-year 40.36%, 3-year 24.04%, 5-year 9.33%.

AVENX returns trail the peer average of 23.08% YTD. investors should weigh costs against performance when evaluating this mutual fund.

AVENX performance comparison shows side-by-side returns with another fund. AVENX alternatives are available in the Mutual Fund Screener.