AVURX Mutual Fund

AVURX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-4.65%
3 Months
+1.63%
6 Months
+10.01%
YTD
+12.34%
1 Year
+16.74%
3 Years (annualized)
+16.20%
5 Years (annualized)
+10.57%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVURX 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)
+12.34%
Peer Avg (YTD)
+10.00%
vs Peers
+2.34%

AVURX Mutual Fund Performance

AVURX performance across multiple time periods: 1-month -4.65%, YTD 12.34%, 1-year 16.74%, 3-year 16.20%, 5-year 10.57%, 10-year 10.05%.

AVURX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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