AVDEX Mutual Fund

AVDEX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
+2.93%
3 Months
+3.76%
6 Months
+3.28%
YTD
+15.83%
1 Year
+25.53%
3 Years (annualized)
+21.07%
5 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDEX 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
MSCI World ex USA IMI Index(MIMUWXUN)
This Mutual Fund (YTD)
+15.83%
Peer Avg (YTD)
+10.17%
vs Peers
+5.66%

AVDEX Mutual Fund Performance

AVDEX performance across multiple time periods: 1-month 2.93%, YTD 15.83%, 1-year 25.53%, 3-year 21.07%, 5-year 10.87%.

AVDEX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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