ADVKX Mutual Fund

ADVKX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
-2.34%
3 Months
-4.46%
6 Months
+1.35%
YTD
+10.05%
1 Year
+24.96%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.36%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVKX 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 Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+20.48%
vs Peers
-10.43%

ADVKX Mutual Fund Performance

ADVKX performance across multiple time periods: 1-month -2.34%, YTD 10.05%, 1-year 24.96%, 3-year 18.25%, 5-year 9.36%, 10-year 7.17%.

ADVKX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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