ADVMX Mutual Fund

ADVMX Mutual Fund

NAV$15.38
See how much of ADVMX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.53%
3 Months
-5.56%
6 Months
-4.82%
YTD
+6.64%
1 Year
+34.56%
3 Years (annualized)
+14.88%
5 Years (annualized)
+8.33%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+17.66%
vs Peers
-11.02%

ADVMX Mutual Fund Performance

ADVMX performance across multiple time periods: 1-month -7.53%, YTD 6.64%, 1-year 34.56%, 3-year 14.88%, 5-year 8.33%, 10-year 7.43%.

ADVMX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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