AVERX Mutual Fund

AVERX Mutual Fund

NAV$68.45
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Returns Overview

1 Month
-7.33%
3 Months
-2.20%
6 Months
-3.03%
YTD
+15.16%
1 Year
+16.12%
3 Years (annualized)
+19.41%
5 Years (annualized)
+17.36%
10 Years (annualized)
+16.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVERX 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 Index(SPX)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+6.72%
vs Peers
+8.44%

AVERX Mutual Fund Performance

AVERX performance across multiple time periods: 1-month -7.33%, YTD 15.16%, 1-year 16.12%, 3-year 19.41%, 5-year 17.36%, 10-year 16.60%.

AVERX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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