ADVGX Mutual Fund

ADVGX Mutual Fund

NAV$15.33
See how much of ADVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.02%
3 Months
+6.21%
6 Months
+15.24%
YTD
+18.63%
1 Year
+12.70%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.43%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVGX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+18.63%
Peer Avg (YTD)
+15.20%
vs Peers
+3.43%

ADVGX Mutual Fund Performance

ADVGX performance across multiple time periods: 1-month -3.02%, YTD 18.63%, 1-year 12.70%, 3-year 18.41%, 5-year 10.43%, 10-year 11.99%.

ADVGX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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