GADVX Mutual Fund

GADVX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-0.36%
3 Months
-0.63%
6 Months
+1.99%
YTD
+3.38%
1 Year
+5.87%
3 Years (annualized)
+6.05%
5 Years (annualized)
+4.37%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GADVX 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
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📉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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+2.39%
vs Peers
+0.99%

GADVX Mutual Fund Performance

GADVX performance across multiple time periods: 1-month -0.36%, YTD 3.38%, 1-year 5.87%, 3-year 6.05%, 5-year 4.37%, 10-year 3.52%.

GADVX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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