AVENX Mutual Fund

AVENX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-6.36%
3 Months
+0.12%
6 Months
+7.42%
YTD
+15.63%
1 Year
+29.90%
3 Years (annualized)
+18.92%
5 Years (annualized)
+9.04%

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
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📉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
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+15.63%
Peer Avg (YTD)
+17.66%
vs Peers
-2.03%

AVENX Mutual Fund Performance

AVENX performance across multiple time periods: 1-month -6.36%, YTD 15.63%, 1-year 29.90%, 3-year 18.92%, 5-year 9.04%.

AVENX returns trail the peer average of 17.66% 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.