ADVKX Mutual Fund

NAV$14.87

Returns Overview

1 Month
+0.71%
3 Months
+6.08%
6 Months
+15.19%
YTD
+15.19%
1 Year
+41.44%
3 Years (annualized)
+20.23%
5 Years (annualized)
+9.55%

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
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 Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+15.19%
Peer Avg (YTD)
+23.08%
vs Peers
-7.89%

ADVKX Mutual Fund Performance

ADVKX performance across multiple time periods: 1-month 0.71%, YTD 15.19%, 1-year 41.44%, 3-year 20.23%, 5-year 9.55%.

ADVKX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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