ADVGX Mutual Fund

NAV$16.44

Returns Overview

1 Month
+12.02%
3 Months
+27.52%
6 Months
+25.49%
YTD
+25.11%
1 Year
+36.35%
3 Years (annualized)
+21.38%
5 Years (annualized)
+12.52%
10 Years (annualized)
+13.10%

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

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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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+25.11%
Peer Avg (YTD)
+18.52%
vs Peers
+6.59%

ADVGX Mutual Fund Performance

ADVGX performance across multiple time periods: 1-month 12.02%, YTD 25.11%, 1-year 36.35%, 3-year 21.38%, 5-year 12.52%, 10-year 13.10%.

ADVGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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