AVAAX Mutual Fund

AVAAX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-1.71%
3 Months
-0.54%
6 Months
-0.26%
YTD
+0.40%
1 Year
+4.83%
3 Years (annualized)
+2.95%
5 Years (annualized)
+0.23%
10 Years (annualized)
+1.63%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+0.23%
vs Peers
+0.17%

AVAAX Mutual Fund Performance

AVAAX performance across multiple time periods: 1-month -1.71%, YTD 0.40%, 1-year 4.83%, 3-year 2.95%, 5-year 0.23%, 10-year 1.63%.

AVAAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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