AVGNX Mutual Fund

NAV$9.57

Returns Overview

1 Month
+0.44%
3 Months
+1.76%
6 Months
+2.63%
YTD
+2.24%
1 Year
+6.54%
3 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVGNX 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
Bloomberg Barclays US 1-5 Year Government/Credit Bond Index(^BB5YUSGCI)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+10.22%
vs Peers
-7.99%

AVGNX Mutual Fund Performance

AVGNX performance across multiple time periods: 1-month 0.44%, YTD 2.24%, 1-year 6.54%, 3-year 3.21%.

AVGNX returns trail the peer average of 10.22% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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