ADVMX Mutual Fund

NAV$14.60

Returns Overview

1 Month
-6.29%
3 Months
-7.30%
6 Months
-6.83%
YTD
+6.49%
1 Year
+41.86%
3 Years (annualized)
+20.54%
5 Years (annualized)
+9.83%
10 Years (annualized)
+8.77%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+23.08%
vs Peers
-16.58%

ADVMX Mutual Fund Performance

ADVMX performance across multiple time periods: 1-month -6.29%, YTD 6.49%, 1-year 41.86%, 3-year 20.54%, 5-year 9.83%, 10-year 8.77%.

ADVMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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