AVEEX Mutual Fund

AVEEX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-0.28%
3 Months
-1.70%
6 Months
+17.92%
YTD
+18.78%
1 Year
+26.45%
3 Years (annualized)
+22.74%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEEX 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 Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+20.48%
vs Peers
-1.70%

AVEEX Mutual Fund Performance

AVEEX performance across multiple time periods: 1-month -0.28%, YTD 18.78%, 1-year 26.45%, 3-year 22.74%, 5-year 9.39%.

AVEEX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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