AVEFX Mutual Fund

NAV$12.36

Returns Overview

1 Month
-0.19%
3 Months
-0.10%
6 Months
+1.34%
YTD
+1.26%
1 Year
+3.43%
3 Years (annualized)
+5.63%
5 Years (annualized)
+2.85%
10 Years (annualized)
+3.76%

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
PROUpgrade to run

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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+4.14%
vs Peers
-2.89%

AVEFX Mutual Fund Performance

AVEFX performance across multiple time periods: 1-month -0.19%, YTD 1.26%, 1-year 3.43%, 3-year 5.63%, 5-year 2.85%, 10-year 3.76%.

AVEFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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