AVUNX Mutual Fund

AVUNX Mutual Fund

NAV$24.70
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Returns Overview

1 Month
-0.21%
3 Months
+4.83%
6 Months
+11.11%
YTD
+14.27%
1 Year
+25.49%
3 Years (annualized)
+19.12%
5 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUNX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+9.41%
vs Peers
+4.85%

AVUNX Mutual Fund Performance

AVUNX performance across multiple time periods: 1-month -0.21%, YTD 14.27%, 1-year 25.49%, 3-year 19.12%, 5-year 12.50%.

AVUNX returns outperform the peer average of 9.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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