AVGRX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+0.89%
3 Months
+2.49%
6 Months
+3.94%
YTD
+2.64%
1 Year
+4.27%
3 Years (annualized)
+7.61%
5 Years (annualized)
+4.15%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVGRX 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)
+2.64%
Peer Avg (YTD)
+7.20%
vs Peers
-4.56%

AVGRX Mutual Fund Performance

AVGRX performance across multiple time periods: 1-month 0.89%, YTD 2.64%, 1-year 4.27%, 3-year 7.61%, 5-year 4.15%, 10-year 3.51%.

AVGRX returns trail the peer average of 7.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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