AVAAX Mutual Fund

NAV$10.40

Returns Overview

1 Month
+0.73%
3 Months
+2.34%
6 Months
+2.15%
YTD
+2.15%
1 Year
+6.32%
3 Years (annualized)
+3.61%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+1.79%
vs Peers
+0.36%

AVAAX Mutual Fund Performance

AVAAX performance across multiple time periods: 1-month 0.73%, YTD 2.15%, 1-year 6.32%, 3-year 3.61%, 5-year 0.67%, 10-year 1.69%.

AVAAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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