AVLVX Mutual Fund

AVLVX Mutual Fund

NAV$19.93
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Returns Overview

1 Month
-3.54%
3 Months
-0.41%
6 Months
+14.09%
YTD
+20.41%
1 Year
+29.52%
3 Years (annualized)
+22.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVLVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+10.00%
vs Peers
+10.41%

AVLVX Mutual Fund Performance

AVLVX performance across multiple time periods: 1-month -3.54%, YTD 20.41%, 1-year 29.52%, 3-year 22.30%.

AVLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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