AVUNX Mutual Fund

AVUNX Mutual Fund

NAV$24.78
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Returns Overview

1 Month
-1.46%
3 Months
+0.46%
6 Months
+15.74%
YTD
+15.02%
1 Year
+19.49%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUNX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+9.98%
vs Peers
+5.04%

AVUNX Mutual Fund Performance

AVUNX performance across multiple time periods: 1-month -1.46%, YTD 15.02%, 1-year 19.49%, 3-year 20.85%, 5-year 12.37%.

AVUNX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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