AVALX Mutual Fund

AVALX Mutual Fund

NAV$71.78
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Returns Overview

1 Month
+2.40%
3 Months
+10.19%
6 Months
+6.82%
YTD
+27.81%
1 Year
+40.72%
3 Years (annualized)
+38.37%
5 Years (annualized)
+25.55%
10 Years (annualized)
+21.47%

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)
+27.81%
Peer Avg (YTD)
-1.80%
vs Peers
+29.61%

AVALX Mutual Fund Performance

AVALX performance across multiple time periods: 1-month 2.40%, YTD 27.81%, 1-year 40.72%, 3-year 38.37%, 5-year 25.55%, 10-year 21.47%.

AVALX returns outperform the peer average of -1.80% 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.