ADVJX Mutual Fund

ADVJX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
-4.43%
3 Months
-1.09%
6 Months
+4.31%
YTD
+10.51%
1 Year
+17.79%
3 Years (annualized)
+22.90%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVJX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+7.86%
vs Peers
+2.64%

ADVJX Mutual Fund Performance

ADVJX performance across multiple time periods: 1-month -4.43%, YTD 10.51%, 1-year 17.79%, 3-year 22.90%, 5-year 5.80%, 10-year 8.68%.

ADVJX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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