ADVNX Mutual Fund

ADVNX Mutual Fund

NAV$9.53
See how much of ADVNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.00%
3 Months
-3.22%
6 Months
-2.44%
YTD
-1.64%
1 Year
-0.25%
3 Years (annualized)
+8.68%
5 Years (annualized)
+3.74%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.64%
Peer Avg (YTD)
+0.50%
vs Peers
-2.14%

ADVNX Mutual Fund Performance

ADVNX performance across multiple time periods: 1-month -3.00%, YTD -1.64%, 1-year -0.25%, 3-year 8.68%, 5-year 3.74%, 10-year 4.61%.

ADVNX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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