ADVGX Mutual Fund

ADVGX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-4.07%
3 Months
-9.04%
6 Months
+15.99%
YTD
+13.80%
1 Year
+10.36%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.43%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVGX 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
PROUpgrade to run
🏦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 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+10.34%
vs Peers
+3.46%

ADVGX Mutual Fund Performance

ADVGX performance across multiple time periods: 1-month -4.07%, YTD 13.80%, 1-year 10.36%, 3-year 18.41%, 5-year 10.43%, 10-year 11.99%.

ADVGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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