AVERX Mutual Fund

AVERX Mutual Fund

NAV$61.91
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Returns Overview

1 Month
+3.23%
3 Months
-0.67%
6 Months
-0.99%
YTD
+18.89%
1 Year
+23.32%
3 Years (annualized)
+21.67%
5 Years (annualized)
+15.13%
10 Years (annualized)
+14.52%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+8.01%
vs Peers
+10.88%

AVERX Mutual Fund Performance

AVERX performance across multiple time periods: 1-month 3.23%, YTD 18.89%, 1-year 23.32%, 3-year 21.67%, 5-year 15.13%, 10-year 14.52%.

AVERX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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