AVGYX Mutual Fund

AVGYX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
+0.89%
3 Months
+2.43%
6 Months
+3.87%
YTD
+2.71%
1 Year
+4.35%
3 Years (annualized)
+7.63%
5 Years (annualized)
+4.16%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVGYX 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)
+2.71%
Peer Avg (YTD)
+7.20%
vs Peers
-4.48%

AVGYX Mutual Fund Performance

AVGYX performance across multiple time periods: 1-month 0.89%, YTD 2.71%, 1-year 4.35%, 3-year 7.63%, 5-year 4.16%, 10-year 3.52%.

AVGYX 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.

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