AVEAX Mutual Fund

AVEAX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-6.25%
3 Months
-5.64%
6 Months
+4.87%
YTD
+7.08%
1 Year
-3.79%
3 Years (annualized)
+13.83%
5 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEAX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+8.68%
vs Peers
-1.60%

AVEAX Mutual Fund Performance

AVEAX performance across multiple time periods: 1-month -6.25%, YTD 7.08%, 1-year -3.79%, 3-year 13.83%, 5-year 5.22%.

AVEAX returns trail the peer average of 8.68% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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