AVUVX Mutual Fund

AVUVX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
+0.61%
3 Months
+4.89%
6 Months
+15.63%
YTD
+23.63%
1 Year
+38.25%
3 Years (annualized)
+16.43%
5 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.63%
Peer Avg (YTD)
+15.31%
vs Peers
+8.32%

AVUVX Mutual Fund Performance

AVUVX performance across multiple time periods: 1-month 0.61%, YTD 23.63%, 1-year 38.25%, 3-year 16.43%, 5-year 13.33%.

AVUVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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