GADVX Mutual Fund

GADVX Mutual Fund

NAV$11.23
See how much of GADVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.69%
3 Months
+0.88%
6 Months
+1.78%
YTD
+5.19%
1 Year
+5.27%
3 Years (annualized)
+6.85%
5 Years (annualized)
+4.75%
10 Years (annualized)
+3.69%

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
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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+4.75%
vs Peers
+0.44%

GADVX Mutual Fund Performance

GADVX performance across multiple time periods: 1-month 1.69%, YTD 5.19%, 1-year 5.27%, 3-year 6.85%, 5-year 4.75%, 10-year 3.69%.

GADVX returns outperform the peer average of 4.75% 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.