AVEDX Mutual Fund

AVEDX Mutual Fund

NAV$22.73
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Returns Overview

1 Month
+8.04%
3 Months
+2.29%
6 Months
+4.74%
YTD
+5.95%
1 Year
+7.45%
3 Years (annualized)
+10.42%
5 Years (annualized)
+5.51%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEDX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+9.28%
vs Peers
-3.33%

AVEDX Mutual Fund Performance

AVEDX performance across multiple time periods: 1-month 8.04%, YTD 5.95%, 1-year 7.45%, 3-year 10.42%, 5-year 5.51%, 10-year 9.99%.

AVEDX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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