ADVLX Mutual Fund

ADVLX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
-4.41%
3 Months
-1.00%
6 Months
+4.44%
YTD
+10.73%
1 Year
+18.09%
3 Years (annualized)
+23.24%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVLX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+7.86%
vs Peers
+2.87%

ADVLX Mutual Fund Performance

ADVLX performance across multiple time periods: 1-month -4.41%, YTD 10.73%, 1-year 18.09%, 3-year 23.24%, 5-year 6.08%, 10-year 9.57%.

ADVLX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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