AVFIX Mutual Fund

AVFIX Mutual Fund

NAV$28.53
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Returns Overview

1 Month
-0.10%
3 Months
+5.12%
6 Months
+13.43%
YTD
+26.38%
1 Year
+28.27%
3 Years (annualized)
+15.03%
5 Years (annualized)
+10.05%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVFIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.38%
Peer Avg (YTD)
+15.20%
vs Peers
+11.18%

AVFIX Mutual Fund Performance

AVFIX performance across multiple time periods: 1-month -0.10%, YTD 26.38%, 1-year 28.27%, 3-year 15.03%, 5-year 10.05%, 10-year 10.21%.

AVFIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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