AVEDX Mutual Fund

AVEDX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
+3.20%
3 Months
+2.39%
6 Months
-0.75%
YTD
+3.58%
1 Year
+0.86%
3 Years (annualized)
+7.53%
5 Years (annualized)
+6.20%
10 Years (annualized)
+9.50%

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
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 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+9.41%
vs Peers
-5.84%

AVEDX Mutual Fund Performance

AVEDX performance across multiple time periods: 1-month 3.20%, YTD 3.58%, 1-year 0.86%, 3-year 7.53%, 5-year 6.20%, 10-year 9.50%.

AVEDX returns trail the peer average of 9.41% 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.