AVEAX Mutual Fund

AVEAX Mutual Fund

NAV$17.48
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Returns Overview

1 Month
-0.82%
3 Months
+0.72%
6 Months
+8.89%
YTD
+12.55%
1 Year
+5.78%
3 Years (annualized)
+12.64%
5 Years (annualized)
+4.62%

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
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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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+6.23%
vs Peers
+6.31%

AVEAX Mutual Fund Performance

AVEAX performance across multiple time periods: 1-month -0.82%, YTD 12.55%, 1-year 5.78%, 3-year 12.64%, 5-year 4.62%.

AVEAX returns outperform the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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