AVLIX Mutual Fund

NAV$9.66

Returns Overview

1 Month
+2.73%
3 Months
+8.39%
6 Months
+11.64%
YTD
+10.96%
1 Year
+23.44%
3 Years (annualized)
+14.47%
5 Years (annualized)
+10.21%
10 Years (annualized)
+10.51%

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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+9.49%
vs Peers
+1.47%

AVLIX Mutual Fund Performance

AVLIX performance across multiple time periods: 1-month 2.73%, YTD 10.96%, 1-year 23.44%, 3-year 14.47%, 5-year 10.21%, 10-year 10.51%.

AVLIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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