AVEDX Mutual Fund

NAV$21.94

Returns Overview

1 Month
+3.44%
3 Months
-0.05%
6 Months
-2.96%
YTD
+1.72%
1 Year
-3.15%
3 Years (annualized)
+7.28%
5 Years (annualized)
+5.80%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEDX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+9.51%
vs Peers
-7.79%

AVEDX Mutual Fund Performance

AVEDX performance across multiple time periods: 1-month 3.44%, YTD 1.72%, 1-year -3.15%, 3-year 7.28%, 5-year 5.80%, 10-year 9.47%.

AVEDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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