AADBX Mutual Fund

AADBX Mutual Fund

NAV$15.67
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Returns Overview

1 Month
-4.00%
3 Months
-0.76%
6 Months
+4.53%
YTD
+3.41%
1 Year
+6.35%
3 Years (annualized)
+12.17%
5 Years (annualized)
+7.25%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADBX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+4.97%
vs Peers
-1.55%

AADBX Mutual Fund Performance

AADBX performance across multiple time periods: 1-month -4.00%, YTD 3.41%, 1-year 6.35%, 3-year 12.17%, 5-year 7.25%, 10-year 8.61%.

AADBX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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