AVDEX Mutual Fund

NAV$17.13

Returns Overview

1 Month
+1.72%
3 Months
+2.45%
6 Months
+4.26%
YTD
+9.46%
1 Year
+23.82%
3 Years (annualized)
+19.00%
5 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex USA IMI Index(MIMUWXUN)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+9.13%
vs Peers
+0.33%

AVDEX Mutual Fund Performance

AVDEX performance across multiple time periods: 1-month 1.72%, YTD 9.46%, 1-year 23.82%, 3-year 19.00%, 5-year 10.28%.

AVDEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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