AVFAX Mutual Fund

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Returns Overview

1 Month
+9.39%
3 Months
+5.07%
6 Months
+3.48%
YTD
+16.55%
1 Year
+16.55%
3 Years (annualized)
+4.26%
5 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVFAX 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

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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 SmallCap 600 Pure Value(^SP600PV:SP)

AVFAX Mutual Fund Performance

AVFAX performance across multiple time periods: 1-month 9.39%, YTD 16.55%, 1-year 16.55%, 3-year 4.26%, 5-year 7.92%.

AVFAX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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