AVDVX Mutual Fund

AVDVX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
-3.88%
3 Months
+1.02%
6 Months
+1.18%
YTD
+14.06%
1 Year
+23.09%
3 Years (annualized)
+28.11%
5 Years (annualized)
+13.68%

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)
+14.06%
Peer Avg (YTD)
+10.55%
vs Peers
+3.51%

AVDVX Mutual Fund Performance

AVDVX performance across multiple time periods: 1-month -3.88%, YTD 14.06%, 1-year 23.09%, 3-year 28.11%, 5-year 13.68%.

AVDVX returns outperform the peer average of 10.55% 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.