AVUSX Mutual Fund

AVUSX Mutual Fund

NAV$24.74
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Returns Overview

1 Month
-1.50%
3 Months
+0.41%
6 Months
+15.66%
YTD
+14.89%
1 Year
+19.34%
3 Years (annualized)
+20.67%
5 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUSX 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)
+14.89%
Peer Avg (YTD)
+9.98%
vs Peers
+4.91%

AVUSX Mutual Fund Performance

AVUSX performance across multiple time periods: 1-month -1.50%, YTD 14.89%, 1-year 19.34%, 3-year 20.67%, 5-year 12.21%.

AVUSX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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