AVDEX Mutual Fund

AVDEX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-3.35%
3 Months
+1.64%
6 Months
+8.79%
YTD
+10.73%
1 Year
+18.13%
3 Years (annualized)
+21.07%
5 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDEX 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
MSCI World ex USA IMI Index(MIMUWXUN)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.29%
vs Peers
+1.44%

AVDEX Mutual Fund Performance

AVDEX performance across multiple time periods: 1-month -3.35%, YTD 10.73%, 1-year 18.13%, 3-year 21.07%, 5-year 10.87%.

AVDEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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