ADDVX Mutual Fund

NAV$9.04

Returns Overview

1 Month
+0.37%
3 Months
+0.89%
6 Months
+0.84%
YTD
+0.95%
1 Year
+4.10%
3 Years (annualized)
+4.37%
5 Years (annualized)
+0.12%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADDVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+3.23%
vs Peers
-2.28%

ADDVX Mutual Fund Performance

ADDVX performance across multiple time periods: 1-month 0.37%, YTD 0.95%, 1-year 4.10%, 3-year 4.37%, 5-year 0.12%, 10-year 1.59%.

ADDVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

ADDVX performance comparison shows side-by-side returns with another fund. ADDVX alternatives are available in the Mutual Fund Screener.