AVSBX Mutual Fund

AVSBX Mutual Fund

NAV$13.98
See how much of AVSBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.83%
3 Months
-5.61%
6 Months
+12.56%
YTD
+18.15%
1 Year
+23.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVSBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+18.15%
Peer Avg (YTD)
+10.34%
vs Peers
+7.81%

AVSBX Mutual Fund Performance

AVSBX performance across multiple time periods: 1-month -4.83%, YTD 18.15%, 1-year 23.20%.

AVSBX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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