ADVIX Mutual Fund

Returns Overview

1 Month
+0.60%
3 Months
+1.95%
6 Months
+12.21%
YTD
-2.69%
1 Year
+8.02%
3 Years (annualized)
+7.97%
5 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVIX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)

ADVIX Mutual Fund Performance

ADVIX performance across multiple time periods: 1-month 0.60%, YTD -2.69%, 1-year 8.02%, 3-year 7.97%, 5-year 5.60%.

ADVIX returns can be compared against peers and benchmarks. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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