AVUAX Mutual Fund

AVUAX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
+3.36%
3 Months
+7.72%
6 Months
+10.65%
YTD
+14.43%
1 Year
+20.45%
3 Years (annualized)
+11.47%
5 Years (annualized)
+8.74%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+9.54%
vs Peers
+4.90%

AVUAX Mutual Fund Performance

AVUAX performance across multiple time periods: 1-month 3.36%, YTD 14.43%, 1-year 20.45%, 3-year 11.47%, 5-year 8.74%, 10-year 9.41%.

AVUAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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