ADVNX Mutual Fund

ADVNX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
-1.05%
3 Months
-0.73%
6 Months
-1.00%
YTD
+0.56%
1 Year
+6.00%
3 Years (annualized)
+8.09%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.55%

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)
+0.56%
Peer Avg (YTD)
+0.12%
vs Peers
+0.44%

ADVNX Mutual Fund Performance

ADVNX performance across multiple time periods: 1-month -1.05%, YTD 0.56%, 1-year 6.00%, 3-year 8.09%, 5-year 3.63%, 10-year 4.55%.

ADVNX returns outperform the peer average of 0.12% 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.