AVEGX Mutual Fund

AVEGX Mutual Fund

NAV$56.13
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Returns Overview

1 Month
-1.63%
3 Months
-4.45%
6 Months
+18.09%
YTD
+13.93%
1 Year
+14.30%
3 Years (annualized)
+16.03%
5 Years (annualized)
+5.81%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEGX 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 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+13.93%
Peer Avg (YTD)
+8.67%
vs Peers
+5.26%

AVEGX Mutual Fund Performance

AVEGX performance across multiple time periods: 1-month -1.63%, YTD 13.93%, 1-year 14.30%, 3-year 16.03%, 5-year 5.81%, 10-year 12.26%.

AVEGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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