AVEFX Mutual Fund

AVEFX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+3.00%
3 Months
+1.18%
6 Months
+1.24%
YTD
+3.11%
1 Year
+4.25%
3 Years (annualized)
+6.67%
5 Years (annualized)
+3.16%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+2.95%
vs Peers
+0.15%

AVEFX Mutual Fund Performance

AVEFX performance across multiple time periods: 1-month 3.00%, YTD 3.11%, 1-year 4.25%, 3-year 6.67%, 5-year 3.16%, 10-year 3.88%.

AVEFX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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