ADVLX Mutual Fund

NAV$22.30

Returns Overview

1 Month
-0.85%
3 Months
+5.49%
6 Months
+11.85%
YTD
+11.85%
1 Year
+31.61%
3 Years (annualized)
+20.62%
5 Years (annualized)
+5.99%
10 Years (annualized)
+9.85%

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
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)
+11.85%
Peer Avg (YTD)
+9.16%
vs Peers
+2.69%

ADVLX Mutual Fund Performance

ADVLX performance across multiple time periods: 1-month -0.85%, YTD 11.85%, 1-year 31.61%, 3-year 20.62%, 5-year 5.99%, 10-year 9.85%.

ADVLX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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