AVUGX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+2.61%
3 Months
+8.27%
6 Months
+11.65%
YTD
+10.83%
1 Year
+23.47%
3 Years (annualized)
+14.43%
5 Years (annualized)
+10.19%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+9.49%
vs Peers
+1.34%

AVUGX Mutual Fund Performance

AVUGX performance across multiple time periods: 1-month 2.61%, YTD 10.83%, 1-year 23.47%, 3-year 14.43%, 5-year 10.19%.

AVUGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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