ADVMX Mutual Fund

ADVMX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-2.33%
3 Months
-4.36%
6 Months
+1.48%
YTD
+10.28%
1 Year
+25.31%
3 Years (annualized)
+18.59%
5 Years (annualized)
+9.66%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVMX 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
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📉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 Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+20.48%
vs Peers
-10.20%

ADVMX Mutual Fund Performance

ADVMX performance across multiple time periods: 1-month -2.33%, YTD 10.28%, 1-year 25.31%, 3-year 18.59%, 5-year 9.66%, 10-year 7.78%.

ADVMX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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