AVUGX Mutual Fund

AVUGX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+5.56%
3 Months
+9.44%
6 Months
+12.99%
YTD
+17.00%
1 Year
+28.26%
3 Years (annualized)
+15.31%
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
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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)
+17.00%
Peer Avg (YTD)
+11.41%
vs Peers
+5.58%

AVUGX Mutual Fund Performance

AVUGX performance across multiple time periods: 1-month 5.56%, YTD 17.00%, 1-year 28.26%, 3-year 15.31%, 5-year 11.36%.

AVUGX returns outperform the peer average of 11.41% 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.