AVMUX Mutual Fund

AVMUX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-0.11%
3 Months
+0.39%
6 Months
+0.82%
YTD
+0.83%
1 Year
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVMUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P National AMT-Free Municipal Bond Index(^SNAFMBI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+1.82%
vs Peers
-1.00%

AVMUX Mutual Fund Performance

AVMUX performance across multiple time periods: 1-month -0.11%, YTD 0.83%, 1-year 1.57%.

AVMUX returns trail the peer average of 1.82% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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