AVLIX Mutual Fund

AVLIX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+5.56%
3 Months
+9.43%
6 Months
+12.97%
YTD
+17.12%
1 Year
+28.22%
3 Years (annualized)
+15.31%
5 Years (annualized)
+11.39%
10 Years (annualized)
+10.80%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.12%
Peer Avg (YTD)
+11.41%
vs Peers
+5.71%

AVLIX Mutual Fund Performance

AVLIX performance across multiple time periods: 1-month 5.56%, YTD 17.12%, 1-year 28.22%, 3-year 15.31%, 5-year 11.39%, 10-year 10.80%.

AVLIX returns outperform the peer average of 11.41% 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.