AVUYX Mutual Fund

NAV$9.63

Returns Overview

1 Month
+2.65%
3 Months
+8.43%
6 Months
+11.71%
YTD
+11.03%
1 Year
+23.62%
3 Years (annualized)
+14.63%
5 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUYX 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)
+11.03%
Peer Avg (YTD)
+9.49%
vs Peers
+1.54%

AVUYX Mutual Fund Performance

AVUYX performance across multiple time periods: 1-month 2.65%, YTD 11.03%, 1-year 23.62%, 3-year 14.63%, 5-year 10.35%.

AVUYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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