AVAYX Mutual Fund

AVAYX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-0.21%
3 Months
-1.25%
6 Months
-1.72%
YTD
+0.24%
1 Year
+3.94%
3 Years (annualized)
+3.45%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVAYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+0.15%
vs Peers
+0.09%

AVAYX Mutual Fund Performance

AVAYX performance across multiple time periods: 1-month -0.21%, YTD 0.24%, 1-year 3.94%, 3-year 3.45%, 5-year 0.49%, 10-year 1.76%.

AVAYX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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