AVURX Mutual Fund

AVURX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+5.94%
3 Months
+2.09%
6 Months
+11.44%
YTD
+19.01%
1 Year
+24.70%
3 Years (annualized)
+19.08%
5 Years (annualized)
+10.40%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVURX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.01%
Peer Avg (YTD)
+20.32%
vs Peers
-1.31%

AVURX Mutual Fund Performance

AVURX performance across multiple time periods: 1-month 5.94%, YTD 19.01%, 1-year 24.70%, 3-year 19.08%, 5-year 10.40%, 10-year 10.30%.

AVURX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

AVURX vs another fund shows side-by-side returns. AVURX alternatives are available in the Mutual Fund Screener.