AVUAX Mutual Fund

AVUAX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+3.90%
3 Months
+8.83%
6 Months
+11.69%
YTD
+10.72%
1 Year
+18.67%
3 Years (annualized)
+11.08%
5 Years (annualized)
+8.20%
10 Years (annualized)
+9.35%

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)
+10.72%
Peer Avg (YTD)
+10.82%
vs Peers
-0.10%

AVUAX Mutual Fund Performance

AVUAX performance across multiple time periods: 1-month 3.90%, YTD 10.72%, 1-year 18.67%, 3-year 11.08%, 5-year 8.20%, 10-year 9.35%.

AVUAX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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