ADVYX Mutual Fund

ADVYX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.37%
3 Months
-0.61%
6 Months
-1.98%
YTD
-0.05%
1 Year
+2.03%
3 Years (annualized)
+4.27%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADVYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+2.15%
vs Peers
-2.20%

ADVYX Mutual Fund Performance

ADVYX performance across multiple time periods: 1-month 0.37%, YTD -0.05%, 1-year 2.03%, 3-year 4.27%, 5-year -0.32%, 10-year 1.36%.

ADVYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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