AVUNX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+0.71%
3 Months
+15.21%
6 Months
+15.32%
YTD
+14.50%
1 Year
+28.42%
3 Years (annualized)
+20.91%
5 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+9.51%
vs Peers
+4.99%

AVUNX Mutual Fund Performance

AVUNX performance across multiple time periods: 1-month 0.71%, YTD 14.50%, 1-year 28.42%, 3-year 20.91%, 5-year 12.74%.

AVUNX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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