AVACX Mutual Fund

NAV$10.37

Returns Overview

1 Month
+0.58%
3 Months
+2.15%
6 Months
+1.68%
YTD
+1.68%
1 Year
+5.44%
3 Years (annualized)
+2.85%
5 Years (annualized)
-0.03%
10 Years (annualized)
+0.97%

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
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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+1.79%
vs Peers
-0.11%

AVACX Mutual Fund Performance

AVACX performance across multiple time periods: 1-month 0.58%, YTD 1.68%, 1-year 5.44%, 3-year 2.85%, 5-year -0.03%, 10-year 0.97%.

AVACX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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