AVEEX Mutual Fund

NAV$17.44

Returns Overview

1 Month
-0.27%
3 Months
+19.96%
6 Months
+23.29%
YTD
+20.84%
1 Year
+39.90%
3 Years (annualized)
+23.62%
5 Years (annualized)
+8.97%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+20.84%
Peer Avg (YTD)
+23.08%
vs Peers
-2.24%

AVEEX Mutual Fund Performance

AVEEX performance across multiple time periods: 1-month -0.27%, YTD 20.84%, 1-year 39.90%, 3-year 23.62%, 5-year 8.97%.

AVEEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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