AVPAX Mutual Fund

AVPAX Mutual Fund

NAV$26.25
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Returns Overview

1 Month
-0.15%
3 Months
+5.01%
6 Months
+13.24%
YTD
+26.09%
1 Year
+27.81%
3 Years (annualized)
+14.62%
5 Years (annualized)
+9.68%
10 Years (annualized)
+9.85%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.09%
Peer Avg (YTD)
+15.20%
vs Peers
+10.89%

AVPAX Mutual Fund Performance

AVPAX performance across multiple time periods: 1-month -0.15%, YTD 26.09%, 1-year 27.81%, 3-year 14.62%, 5-year 9.68%, 10-year 9.85%.

AVPAX returns outperform the peer average of 15.20% 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.