AVANX Mutual Fund

NAV$18.50

Returns Overview

1 Month
+0.54%
3 Months
+0.54%
6 Months
+3.53%
YTD
+12.12%
1 Year
+35.30%
3 Years (annualized)
+26.13%
5 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVANX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+11.18%
vs Peers
+0.94%

AVANX Mutual Fund Performance

AVANX performance across multiple time periods: 1-month 0.54%, YTD 12.12%, 1-year 35.30%, 3-year 26.13%, 5-year 14.21%.

AVANX returns outperform the peer average of 11.18% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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