AVCNX Mutual Fund

AVCNX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-5.66%
3 Months
-4.78%
6 Months
+8.43%
YTD
+15.78%
1 Year
+20.42%
3 Years (annualized)
+18.05%
5 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVCNX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+10.34%
vs Peers
+5.44%

AVCNX Mutual Fund Performance

AVCNX performance across multiple time periods: 1-month -5.66%, YTD 15.78%, 1-year 20.42%, 3-year 18.05%, 5-year 13.10%.

AVCNX returns outperform the peer average of 10.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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