AVPAX Mutual Fund

AVPAX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
-1.26%
3 Months
+7.01%
6 Months
+17.48%
YTD
+26.27%
1 Year
+36.30%
3 Years (annualized)
+13.16%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVPAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.27%
Peer Avg (YTD)
+15.31%
vs Peers
+10.96%

AVPAX Mutual Fund Performance

AVPAX performance across multiple time periods: 1-month -1.26%, YTD 26.27%, 1-year 36.30%, 3-year 13.16%, 5-year 10.01%, 10-year 10.28%.

AVPAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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