AVEMX Mutual Fund

AVEMX Mutual Fund

NAV$28.55
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Returns Overview

1 Month
+3.78%
3 Months
-2.24%
6 Months
-0.43%
YTD
+9.91%
1 Year
+10.47%
3 Years (annualized)
+13.35%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.82%

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
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🏦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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+8.01%
vs Peers
+1.90%

AVEMX Mutual Fund Performance

AVEMX performance across multiple time periods: 1-month 3.78%, YTD 9.91%, 1-year 10.47%, 3-year 13.35%, 5-year 6.90%, 10-year 9.82%.

AVEMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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