AVDVX Mutual Fund

NAV$18.50

Returns Overview

1 Month
+0.49%
3 Months
+1.26%
6 Months
+2.10%
YTD
+12.12%
1 Year
+34.70%
3 Years (annualized)
+25.67%
5 Years (annualized)
+13.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDVX 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 Index(M1WOU)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+11.18%
vs Peers
+0.94%

AVDVX Mutual Fund Performance

AVDVX performance across multiple time periods: 1-month 0.49%, YTD 12.12%, 1-year 34.70%, 3-year 25.67%, 5-year 13.79%.

AVDVX returns outperform the peer average of 11.18% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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