AVGCX Mutual Fund

NAV$12.77

Returns Overview

1 Month
+0.79%
3 Months
+2.24%
6 Months
+3.40%
YTD
+1.92%
1 Year
+3.27%
3 Years (annualized)
+6.58%
5 Years (annualized)
+3.12%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVGCX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+7.20%
vs Peers
-5.28%

AVGCX Mutual Fund Performance

AVGCX performance across multiple time periods: 1-month 0.79%, YTD 1.92%, 1-year 3.27%, 3-year 6.58%, 5-year 3.12%, 10-year 2.56%.

AVGCX returns trail the peer average of 7.20% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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