AVACX Mutual Fund

AVACX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
-1.69%
3 Months
-0.64%
6 Months
-0.63%
YTD
-0.04%
1 Year
+4.16%
3 Years (annualized)
+2.18%
5 Years (annualized)
-0.50%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVACX 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)
-0.04%
Peer Avg (YTD)
+0.23%
vs Peers
-0.27%

AVACX Mutual Fund Performance

AVACX performance across multiple time periods: 1-month -1.69%, YTD -0.04%, 1-year 4.16%, 3-year 2.18%, 5-year -0.50%, 10-year 0.81%.

AVACX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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