AVASX Mutual Fund

AVASX Mutual Fund

NAV$24.08
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Returns Overview

1 Month
+3.28%
3 Months
+4.75%
6 Months
+8.55%
YTD
+10.93%
1 Year
+20.24%
3 Years (annualized)
+14.52%
5 Years (annualized)
+10.36%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVASX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+11.41%
vs Peers
-0.48%

AVASX Mutual Fund Performance

AVASX performance across multiple time periods: 1-month 3.28%, YTD 10.93%, 1-year 20.24%, 3-year 14.52%, 5-year 10.36%, 10-year 11.38%.

AVASX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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