AVUGX Mutual Fund

AVUGX Mutual Fund

NAV$9.17
See how much of AVUGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.16%
3 Months
+9.58%
6 Months
+9.26%
YTD
+18.35%
1 Year
+23.82%
3 Years (annualized)
+16.98%
5 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+12.44%
vs Peers
+5.92%

AVUGX Mutual Fund Performance

AVUGX performance across multiple time periods: 1-month 1.16%, YTD 18.35%, 1-year 23.82%, 3-year 16.98%, 5-year 11.36%.

AVUGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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