AVASX Mutual Fund

NAV$24.89

Returns Overview

1 Month
+0.73%
3 Months
+7.60%
6 Months
+7.41%
YTD
+6.39%
1 Year
+16.38%
3 Years (annualized)
+14.95%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.44%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.49%
vs Peers
-3.10%

AVASX Mutual Fund Performance

AVASX performance across multiple time periods: 1-month 0.73%, YTD 6.39%, 1-year 16.38%, 3-year 14.95%, 5-year 9.65%, 10-year 11.44%.

AVASX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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