ADVGX Mutual Fund

ADVGX Mutual Fund

NAV$16.09
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Returns Overview

1 Month
-2.23%
3 Months
+17.20%
6 Months
+16.36%
YTD
+22.32%
1 Year
+27.17%
3 Years (annualized)
+18.42%
5 Years (annualized)
+11.49%
10 Years (annualized)
+12.45%

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
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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)
+22.32%
Peer Avg (YTD)
+15.31%
vs Peers
+7.01%

ADVGX Mutual Fund Performance

ADVGX performance across multiple time periods: 1-month -2.23%, YTD 22.32%, 1-year 27.17%, 3-year 18.42%, 5-year 11.49%, 10-year 12.45%.

ADVGX returns outperform the peer average of 15.31% 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.