ADVDX Mutual Fund

ADVDX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
-3.65%
3 Months
-0.42%
6 Months
+8.44%
YTD
+8.18%
1 Year
+13.60%
3 Years (annualized)
+15.62%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVDX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+9.29%
vs Peers
-1.11%

ADVDX Mutual Fund Performance

ADVDX performance across multiple time periods: 1-month -3.65%, YTD 8.18%, 1-year 13.60%, 3-year 15.62%, 5-year 8.04%, 10-year 9.18%.

ADVDX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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