AADVX Mutual Fund

NAV$14.23

Returns Overview

1 Month
-0.07%
3 Months
+11.77%
6 Months
+10.71%
YTD
+9.83%
1 Year
+22.41%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.64%

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

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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)
+9.83%
Peer Avg (YTD)
+7.64%
vs Peers
+2.20%

AADVX Mutual Fund Performance

AADVX performance across multiple time periods: 1-month -0.07%, YTD 9.83%, 1-year 22.41%, 3-year 17.28%, 5-year 8.64%.

AADVX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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