AADVX Mutual Fund

AADVX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-0.29%
3 Months
+3.03%
6 Months
+6.58%
YTD
+9.52%
1 Year
+20.33%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.45%

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
PROUpgrade to run

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)
+9.52%
Peer Avg (YTD)
+6.99%
vs Peers
+2.53%

AADVX Mutual Fund Performance

AADVX performance across multiple time periods: 1-month -0.29%, YTD 9.52%, 1-year 20.33%, 3-year 15.91%, 5-year 8.45%.

AADVX returns outperform the peer average of 6.99% 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.