ADVMX Mutual Fund

ADVMX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-14.68%
3 Months
-11.76%
6 Months
-16.67%
YTD
-5.91%
1 Year
-4.14%
3 Years (annualized)
+15.06%
5 Years (annualized)
+6.66%
10 Years (annualized)
+5.90%

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
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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 Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
-5.91%
Peer Avg (YTD)
+9.82%
vs Peers
-15.73%

ADVMX Mutual Fund Performance

ADVMX performance across multiple time periods: 1-month -14.68%, YTD -5.91%, 1-year -4.14%, 3-year 15.06%, 5-year 6.66%, 10-year 5.90%.

ADVMX returns trail the peer average of 9.82% 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.