AVLIX Mutual Fund

AVLIX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-4.66%
3 Months
+1.80%
6 Months
+10.35%
YTD
+12.96%
1 Year
+17.58%
3 Years (annualized)
+17.01%
5 Years (annualized)
+11.37%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVLIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+10.00%
vs Peers
+2.96%

AVLIX Mutual Fund Performance

AVLIX performance across multiple time periods: 1-month -4.66%, YTD 12.96%, 1-year 17.58%, 3-year 17.01%, 5-year 11.37%, 10-year 10.83%.

AVLIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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