AVEEX Mutual Fund

AVEEX Mutual Fund

NAV$16.36
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Returns Overview

1 Month
-8.10%
3 Months
-3.52%
6 Months
-3.52%
YTD
+9.16%
1 Year
+12.82%
3 Years (annualized)
+21.46%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEEX 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
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+9.82%
vs Peers
-0.66%

AVEEX Mutual Fund Performance

AVEEX performance across multiple time periods: 1-month -8.10%, YTD 9.16%, 1-year 12.82%, 3-year 21.46%, 5-year 8.26%.

AVEEX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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