AVEWX Mutual Fund

AVEWX Mutual Fund

NAV$25.82
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Returns Overview

1 Month
-1.02%
3 Months
+1.82%
6 Months
+17.23%
YTD
+15.50%
1 Year
+12.56%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.32%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVEWX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+9.29%
vs Peers
+6.21%

AVEWX Mutual Fund Performance

AVEWX performance across multiple time periods: 1-month -1.02%, YTD 15.50%, 1-year 12.56%, 3-year 13.95%, 5-year 8.32%, 10-year 9.11%.

AVEWX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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