AVCNX Mutual Fund

AVCNX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+0.70%
3 Months
+5.03%
6 Months
+15.85%
YTD
+23.86%
1 Year
+38.61%
3 Years (annualized)
+16.73%
5 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVCNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.86%
Peer Avg (YTD)
+15.31%
vs Peers
+8.55%

AVCNX Mutual Fund Performance

AVCNX performance across multiple time periods: 1-month 0.70%, YTD 23.86%, 1-year 38.61%, 3-year 16.73%, 5-year 13.61%.

AVCNX returns outperform the peer average of 15.31% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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