AVFNX Mutual Fund

NAV$9.37

Returns Overview

3 Months
+0.49%
6 Months
+0.92%
YTD
+0.95%
1 Year
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVFNX 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 National AMT-Free Municipal Bond Index(^SNAFMBI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+1.82%
vs Peers
-0.87%

AVFNX Mutual Fund Performance

AVFNX performance across multiple time periods: YTD 0.95%, 1-year 1.52%.

AVFNX returns trail the peer average of 1.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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