AVALX Mutual Fund

AVALX Mutual Fund

NAV$78.23
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Returns Overview

1 Month
+5.27%
3 Months
-3.06%
6 Months
+7.20%
YTD
+16.00%
1 Year
+51.33%
3 Years (annualized)
+31.74%
5 Years (annualized)
+24.10%
10 Years (annualized)
+19.77%

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)
+16.00%
Peer Avg (YTD)
-3.00%
vs Peers
+19.00%

AVALX Mutual Fund Performance

AVALX performance across multiple time periods: 1-month 5.27%, YTD 16.00%, 1-year 51.33%, 3-year 31.74%, 5-year 24.10%, 10-year 19.77%.

AVALX returns outperform the peer average of -3.00% 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.