AVEWX Mutual Fund

NAV$24.45

Returns Overview

1 Month
+3.38%
3 Months
+3.82%
6 Months
+8.28%
YTD
+12.47%
1 Year
+13.83%
3 Years (annualized)
+11.70%
5 Years (annualized)
+7.91%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEWX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+9.13%
vs Peers
+3.33%

AVEWX Mutual Fund Performance

AVEWX performance across multiple time periods: 1-month 3.38%, YTD 12.47%, 1-year 13.83%, 3-year 11.70%, 5-year 7.91%, 10-year 9.05%.

AVEWX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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