AVACX Mutual Fund

AVACX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-4.28%
3 Months
-6.26%
6 Months
-4.24%
YTD
-4.68%
1 Year
-3.64%
3 Years (annualized)
+2.43%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVACX 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
PROUpgrade to run
📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.68%
Peer Avg (YTD)
-3.84%
vs Peers
-0.84%

AVACX Mutual Fund Performance

AVACX performance across multiple time periods: 1-month -4.28%, YTD -4.68%, 1-year -3.64%, 3-year 2.43%, 5-year -0.51%, 10-year 0.78%.

AVACX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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