ADVAX Mutual Fund

ADVAX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+0.81%
3 Months
-0.41%
6 Months
-1.57%
YTD
+1.13%
1 Year
+4.08%
3 Years (annualized)
+8.37%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVAX 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
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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)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.02%

ADVAX Mutual Fund Performance

ADVAX performance across multiple time periods: 1-month 0.81%, YTD 1.13%, 1-year 4.08%, 3-year 8.37%, 10-year 4.29%.

ADVAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

ADVAX vs another fund shows side-by-side returns. ADVAX alternatives are available in the Mutual Fund Screener.