AVVYX Mutual Fund

AVVYX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-0.42%
3 Months
-1.65%
6 Months
+2.89%
YTD
+2.96%
1 Year
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVVYX 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
MSCI All Country World IMI Index NR USD(M2WDIMNR)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+2.18%
vs Peers
+0.78%

AVVYX Mutual Fund Performance

AVVYX performance across multiple time periods: 1-month -0.42%, YTD 2.96%, 1-year 12.69%.

AVVYX returns outperform the peer average of 2.18% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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