AVGAX Mutual Fund

AVGAX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
+0.85%
3 Months
+2.45%
6 Months
+3.80%
YTD
+2.45%
1 Year
+4.01%
3 Years (annualized)
+7.36%
5 Years (annualized)
+3.88%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVGAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+7.20%
vs Peers
-4.74%

AVGAX Mutual Fund Performance

AVGAX performance across multiple time periods: 1-month 0.85%, YTD 2.45%, 1-year 4.01%, 3-year 7.36%, 5-year 3.88%, 10-year 3.27%.

AVGAX returns trail the peer average of 7.20% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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