AVERX Mutual Fund

NAV$67.11

Returns Overview

1 Month
+1.36%
3 Months
-0.85%
6 Months
+18.95%
YTD
+17.75%
1 Year
+21.15%
3 Years (annualized)
+23.05%
5 Years (annualized)
+14.71%
10 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVERX 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 Index(SPX)
This Mutual Fund (YTD)
+17.75%
Peer Avg (YTD)
+10.82%
vs Peers
+6.94%

AVERX Mutual Fund Performance

AVERX performance across multiple time periods: 1-month 1.36%, YTD 17.75%, 1-year 21.15%, 3-year 23.05%, 5-year 14.71%, 10-year 16.38%.

AVERX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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