AVLIX Mutual Fund

AVLIX Mutual Fund

NAV$9.92
See how much of AVLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.13%
3 Months
+2.36%
6 Months
+12.01%
YTD
+19.88%
1 Year
+25.67%
3 Years (annualized)
+19.95%
5 Years (annualized)
+11.20%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+12.44%
vs Peers
+7.45%

AVLIX Mutual Fund Performance

AVLIX performance across multiple time periods: 1-month 6.13%, YTD 19.88%, 1-year 25.67%, 3-year 19.95%, 5-year 11.20%, 10-year 11.08%.

AVLIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

AVLIX vs another fund shows side-by-side returns. AVLIX alternatives are available in the Mutual Fund Screener.