ADVLX Mutual Fund

ADVLX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
-3.30%
3 Months
-3.57%
6 Months
-2.60%
YTD
+8.15%
1 Year
+27.71%
3 Years (annualized)
+19.24%
5 Years (annualized)
+5.08%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVLX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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)
+8.15%
Peer Avg (YTD)
+8.67%
vs Peers
-0.52%

ADVLX Mutual Fund Performance

ADVLX performance across multiple time periods: 1-month -3.30%, YTD 8.15%, 1-year 27.71%, 3-year 19.24%, 5-year 5.08%, 10-year 8.95%.

ADVLX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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