AVEDX Mutual Fund

AVEDX Mutual Fund

NAV$21.64
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Returns Overview

1 Month
-6.12%
3 Months
-2.29%
6 Months
-1.61%
YTD
-1.94%
1 Year
-4.90%
3 Years (annualized)
+7.28%
5 Years (annualized)
+5.74%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEDX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
-1.94%
Peer Avg (YTD)
+9.98%
vs Peers
-11.92%

AVEDX Mutual Fund Performance

AVEDX performance across multiple time periods: 1-month -6.12%, YTD -1.94%, 1-year -4.90%, 3-year 7.28%, 5-year 5.74%, 10-year 9.36%.

AVEDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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