AVALX Mutual Fund

NAV$71.24

Returns Overview

1 Month
-7.17%
3 Months
-4.41%
6 Months
+11.19%
YTD
+10.19%
1 Year
+45.58%
3 Years (annualized)
+31.53%
5 Years (annualized)
+22.12%
10 Years (annualized)
+20.03%

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
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
S&P SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
-2.18%
vs Peers
+12.38%

AVALX Mutual Fund Performance

AVALX performance across multiple time periods: 1-month -7.17%, YTD 10.19%, 1-year 45.58%, 3-year 31.53%, 5-year 22.12%, 10-year 20.03%.

AVALX returns outperform the peer average of -2.18% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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