ADVJX Mutual Fund

ADVJX Mutual Fund

NAV$22.61
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Returns Overview

1 Month
+7.05%
3 Months
+2.61%
6 Months
+0.93%
YTD
+15.63%
1 Year
+29.09%
3 Years (annualized)
+22.90%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.68%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+15.63%
Peer Avg (YTD)
+9.98%
vs Peers
+5.66%

ADVJX Mutual Fund Performance

ADVJX performance across multiple time periods: 1-month 7.05%, YTD 15.63%, 1-year 29.09%, 3-year 22.90%, 5-year 5.80%, 10-year 8.68%.

ADVJX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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