AVLVX Mutual Fund

AVLVX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
+1.70%
3 Months
+8.81%
6 Months
+16.92%
YTD
+24.91%
1 Year
+38.36%
3 Years (annualized)
+20.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVLVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+24.91%
Peer Avg (YTD)
+11.41%
vs Peers
+13.50%

AVLVX Mutual Fund Performance

AVLVX performance across multiple time periods: 1-month 1.70%, YTD 24.91%, 1-year 38.36%, 3-year 20.65%.

AVLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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