AVDVX Mutual Fund

AVDVX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+1.42%
3 Months
+0.16%
6 Months
+5.79%
YTD
+12.91%
1 Year
+35.88%
3 Years (annualized)
+23.95%
5 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDVX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+10.05%
vs Peers
+2.86%

AVDVX Mutual Fund Performance

AVDVX performance across multiple time periods: 1-month 1.42%, YTD 12.91%, 1-year 35.88%, 3-year 23.95%, 5-year 13.86%.

AVDVX returns outperform the peer average of 10.05% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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