ADVYX Mutual Fund

NAV$8.99

Returns Overview

1 Month
+0.26%
3 Months
+0.78%
6 Months
+0.72%
YTD
+0.83%
1 Year
+3.96%
3 Years (annualized)
+4.32%
5 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+3.23%
vs Peers
-2.40%

ADVYX Mutual Fund Performance

ADVYX performance across multiple time periods: 1-month 0.26%, YTD 0.83%, 1-year 3.96%, 3-year 4.32%, 5-year 0.10%.

ADVYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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