AVEEX Mutual Fund

AVEEX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-6.37%
6 Months
+7.23%
YTD
+15.44%
1 Year
+29.55%
3 Years (annualized)
+18.54%
5 Years (annualized)
+8.69%

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)
+15.44%
Peer Avg (YTD)
+17.66%
vs Peers
-2.22%

AVEEX Mutual Fund Performance

AVEEX performance across multiple time periods: 1-month -6.37%, YTD 15.44%, 1-year 29.55%, 3-year 18.54%, 5-year 8.69%.

AVEEX returns trail the peer average of 17.66% 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.