AADAX Mutual Fund

AADAX Mutual Fund

NAV$18.69
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Returns Overview

1 Month
-1.76%
3 Months
-0.59%
6 Months
+11.47%
YTD
+9.82%
1 Year
+17.71%
3 Years (annualized)
+18.36%
5 Years (annualized)
+10.34%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADAX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+6.10%
vs Peers
+3.72%

AADAX Mutual Fund Performance

AADAX performance across multiple time periods: 1-month -1.76%, YTD 9.82%, 1-year 17.71%, 3-year 18.36%, 5-year 10.34%, 10-year 13.13%.

AADAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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