ADVKX Mutual Fund

ADVKX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-7.58%
3 Months
-5.66%
6 Months
-4.98%
YTD
+6.46%
1 Year
+34.10%
3 Years (annualized)
+14.56%
5 Years (annualized)
+8.06%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVKX 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 Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+17.66%
vs Peers
-11.20%

ADVKX Mutual Fund Performance

ADVKX performance across multiple time periods: 1-month -7.58%, YTD 6.46%, 1-year 34.10%, 3-year 14.56%, 5-year 8.06%, 10-year 7.17%.

ADVKX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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