AVUDX Mutual Fund

AVUDX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+5.56%
3 Months
+9.34%
6 Months
+13.04%
YTD
+17.05%
1 Year
+28.40%
3 Years (annualized)
+15.48%
5 Years (annualized)
+11.53%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUDX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.05%
Peer Avg (YTD)
+11.41%
vs Peers
+5.64%

AVUDX Mutual Fund Performance

AVUDX performance across multiple time periods: 1-month 5.56%, YTD 17.05%, 1-year 28.40%, 3-year 15.48%, 5-year 11.53%, 10-year 10.97%.

AVUDX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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