AVENX Mutual Fund

AVENX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-0.28%
3 Months
-1.64%
6 Months
+18.09%
YTD
+19.03%
1 Year
+26.79%
3 Years (annualized)
+23.15%
5 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVENX 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
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+19.03%
Peer Avg (YTD)
+20.48%
vs Peers
-1.45%

AVENX Mutual Fund Performance

AVENX performance across multiple time periods: 1-month -0.28%, YTD 19.03%, 1-year 26.79%, 3-year 23.15%, 5-year 9.76%.

AVENX returns trail the peer average of 20.48% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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