AADVX Mutual Fund

AADVX Mutual Fund

NAV$13.74
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Returns Overview

1 Month
-0.94%
3 Months
-1.36%
6 Months
+1.63%
YTD
+8.03%
1 Year
+10.92%
3 Years (annualized)
+19.52%
5 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+14.77%
vs Peers
-6.74%

AADVX Mutual Fund Performance

AADVX performance across multiple time periods: 1-month -0.94%, YTD 8.03%, 1-year 10.92%, 3-year 19.52%, 5-year 7.56%.

AADVX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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