AVDVX Mutual Fund

AVDVX Mutual Fund

NAV$19.38
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Returns Overview

1 Month
-1.95%
3 Months
+6.59%
6 Months
+12.40%
YTD
+18.67%
1 Year
+28.14%
3 Years (annualized)
+28.06%
5 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVDVX 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 Index(M1WOU)
This Mutual Fund (YTD)
+18.67%
Peer Avg (YTD)
+10.69%
vs Peers
+7.97%

AVDVX Mutual Fund Performance

AVDVX performance across multiple time periods: 1-month -1.95%, YTD 18.67%, 1-year 28.14%, 3-year 28.06%, 5-year 15.13%.

AVDVX returns outperform the peer average of 10.69% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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