AVUYX Mutual Fund

AVUYX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+5.56%
3 Months
+9.47%
6 Months
+13.04%
YTD
+17.20%
1 Year
+28.41%
3 Years (annualized)
+15.46%
5 Years (annualized)
+11.52%
10 Years (annualized)
+10.94%

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
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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)
+17.20%
Peer Avg (YTD)
+11.41%
vs Peers
+5.78%

AVUYX Mutual Fund Performance

AVUYX performance across multiple time periods: 1-month 5.56%, YTD 17.20%, 1-year 28.41%, 3-year 15.46%, 5-year 11.52%, 10-year 10.94%.

AVUYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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