AVCNX Mutual Fund

AVCNX Mutual Fund

NAV$20.68
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Returns Overview

1 Month
+0.23%
3 Months
+4.87%
6 Months
+12.19%
YTD
+24.15%
1 Year
+28.43%
3 Years (annualized)
+18.05%
5 Years (annualized)
+13.10%

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
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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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.15%
Peer Avg (YTD)
+15.20%
vs Peers
+8.95%

AVCNX Mutual Fund Performance

AVCNX performance across multiple time periods: 1-month 0.23%, YTD 24.15%, 1-year 28.43%, 3-year 18.05%, 5-year 13.10%.

AVCNX returns outperform the peer average of 15.20% 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.