AVANX Mutual Fund

AVANX Mutual Fund

NAV$19.73
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Returns Overview

1 Month
+1.41%
3 Months
+0.27%
6 Months
+6.02%
YTD
+13.15%
1 Year
+36.40%
3 Years (annualized)
+24.42%
5 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVANX 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
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📉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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+10.05%
vs Peers
+3.10%

AVANX Mutual Fund Performance

AVANX performance across multiple time periods: 1-month 1.41%, YTD 13.15%, 1-year 36.40%, 3-year 24.42%, 5-year 14.28%.

AVANX returns outperform the peer average of 10.05% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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