AVEMX Mutual Fund

NAV$31.18

Returns Overview

1 Month
+2.46%
3 Months
+2.84%
6 Months
+12.79%
YTD
+12.09%
1 Year
+10.10%
3 Years (annualized)
+13.49%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEMX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+10.82%
vs Peers
+1.27%

AVEMX Mutual Fund Performance

AVEMX performance across multiple time periods: 1-month 2.46%, YTD 12.09%, 1-year 10.10%, 3-year 13.49%, 5-year 8.44%, 10-year 10.99%.

AVEMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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