AVACX Mutual Fund

AVACX Mutual Fund

NAV$9.85
See how much of AVACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
-1.50%
6 Months
-2.22%
YTD
-0.42%
1 Year
+2.92%
3 Years (annualized)
+2.43%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.78%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.15%
vs Peers
-0.57%

AVACX Mutual Fund Performance

AVACX performance across multiple time periods: 1-month -0.38%, YTD -0.42%, 1-year 2.92%, 3-year 2.43%, 5-year -0.51%, 10-year 0.78%.

AVACX returns trail the peer average of 0.15% 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.