AVEAX Mutual Fund

NAV$18.50

Returns Overview

1 Month
+5.12%
3 Months
+11.13%
6 Months
+14.04%
YTD
+13.48%
1 Year
+8.30%
3 Years (annualized)
+14.21%
5 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEAX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+13.48%
Peer Avg (YTD)
+8.97%
vs Peers
+4.51%

AVEAX Mutual Fund Performance

AVEAX performance across multiple time periods: 1-month 5.12%, YTD 13.48%, 1-year 8.30%, 3-year 14.21%, 5-year 5.60%.

AVEAX returns outperform the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

AVEAX performance comparison shows side-by-side returns with another fund. AVEAX alternatives are available in the Mutual Fund Screener.