AVEGX Mutual Fund

NAV$57.08

Returns Overview

1 Month
+3.28%
3 Months
+23.59%
6 Months
+19.85%
YTD
+19.23%
1 Year
+20.63%
3 Years (annualized)
+17.85%
5 Years (annualized)
+9.59%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEGX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+19.23%
Peer Avg (YTD)
+8.97%
vs Peers
+10.26%

AVEGX Mutual Fund Performance

AVEGX performance across multiple time periods: 1-month 3.28%, YTD 19.23%, 1-year 20.63%, 3-year 17.85%, 5-year 9.59%, 10-year 14.35%.

AVEGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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