AVENX Mutual Fund

AVENX Mutual Fund

NAV$17.98
See how much of AVENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.32%
3 Months
-1.59%
6 Months
+6.76%
YTD
+21.79%
1 Year
+33.78%
3 Years (annualized)
+23.15%
5 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVENX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+21.79%
Peer Avg (YTD)
+20.14%
vs Peers
+1.65%

AVENX Mutual Fund Performance

AVENX performance across multiple time periods: 1-month 5.32%, YTD 21.79%, 1-year 33.78%, 3-year 23.15%, 5-year 9.76%.

AVENX returns outperform the peer average of 20.14% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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