AVLIX Mutual Fund

AVLIX Mutual Fund

NAV$9.18
See how much of AVLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.16%
3 Months
+9.69%
6 Months
+9.37%
YTD
+18.48%
1 Year
+23.79%
3 Years (annualized)
+17.01%
5 Years (annualized)
+11.37%
10 Years (annualized)
+10.83%

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)
+18.48%
Peer Avg (YTD)
+12.44%
vs Peers
+6.04%

AVLIX Mutual Fund Performance

AVLIX performance across multiple time periods: 1-month 1.16%, YTD 18.48%, 1-year 23.79%, 3-year 17.01%, 5-year 11.37%, 10-year 10.83%.

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.