AAAVX Mutual Fund

AAAVX Mutual Fund

NAV$12.68
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Returns Overview

1 Month
+0.46%
3 Months
+0.43%
6 Months
-6.69%
YTD
+11.21%
1 Year
+15.26%
3 Years (annualized)
+6.47%
5 Years (annualized)
+1.09%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAVX 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 World Index(MDWO)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+7.17%
vs Peers
+4.04%

AAAVX Mutual Fund Performance

AAAVX performance across multiple time periods: 1-month 0.46%, YTD 11.21%, 1-year 15.26%, 3-year 6.47%, 5-year 1.09%, 10-year 4.18%.

AAAVX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

AAAVX vs another fund shows side-by-side returns. AAAVX alternatives are available in the Mutual Fund Screener.