ADVDX Mutual Fund

NAV$5.24

Returns Overview

1 Month
-1.93%
3 Months
+8.90%
6 Months
+10.02%
YTD
+8.64%
1 Year
+21.67%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVDX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+9.13%
vs Peers
-0.49%

ADVDX Mutual Fund Performance

ADVDX performance across multiple time periods: 1-month -1.93%, YTD 8.64%, 1-year 21.67%, 3-year 14.12%, 5-year 7.77%, 10-year 10.48%.

ADVDX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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