AVEMX Mutual Fund

AVEMX Mutual Fund

NAV$30.47
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Returns Overview

1 Month
-8.35%
3 Months
-5.52%
6 Months
-2.84%
YTD
+5.90%
1 Year
+3.57%
3 Years (annualized)
+12.77%
5 Years (annualized)
+8.61%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEMX 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 Index(MID)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.72%
vs Peers
-0.82%

AVEMX Mutual Fund Performance

AVEMX performance across multiple time periods: 1-month -8.35%, YTD 5.90%, 1-year 3.57%, 3-year 12.77%, 5-year 8.61%, 10-year 10.15%.

AVEMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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