AVUVX Mutual Fund

AVUVX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
-5.72%
3 Months
-4.88%
6 Months
+8.28%
YTD
+15.56%
1 Year
+20.08%
3 Years (annualized)
+17.77%
5 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AVUVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+10.34%
vs Peers
+5.21%

AVUVX Mutual Fund Performance

AVUVX performance across multiple time periods: 1-month -5.72%, YTD 15.56%, 1-year 20.08%, 3-year 17.77%, 5-year 12.82%.

AVUVX 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.

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