AVALX Mutual Fund

AVALX Mutual Fund

NAV$74.08
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Returns Overview

1 Month
+12.86%
3 Months
+10.28%
6 Months
+10.66%
YTD
+32.10%
1 Year
+55.73%
3 Years (annualized)
+38.96%
5 Years (annualized)
+27.37%
10 Years (annualized)
+21.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVALX 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
S&P SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+32.10%
Peer Avg (YTD)
+16.13%
vs Peers
+15.97%

AVALX Mutual Fund Performance

AVALX performance across multiple time periods: 1-month 12.86%, YTD 32.10%, 1-year 55.73%, 3-year 38.96%, 5-year 27.37%, 10-year 21.26%.

AVALX returns outperform the peer average of 16.13% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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