ADVJX Mutual Fund

NAV$21.98

Returns Overview

1 Month
-0.86%
3 Months
+5.46%
6 Months
+11.73%
YTD
+11.73%
1 Year
+31.31%
3 Years (annualized)
+20.32%
5 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVJX 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)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+9.16%
vs Peers
+2.56%

ADVJX Mutual Fund Performance

ADVJX performance across multiple time periods: 1-month -0.86%, YTD 11.73%, 1-year 31.31%, 3-year 20.32%, 5-year 5.73%.

ADVJX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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