AADCX Mutual Fund

AADCX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-1.81%
3 Months
-0.78%
6 Months
+11.12%
YTD
+9.22%
1 Year
+16.99%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.02%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADCX 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
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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)
+9.22%
Peer Avg (YTD)
+6.10%
vs Peers
+3.12%

AADCX Mutual Fund Performance

AADCX performance across multiple time periods: 1-month -1.81%, YTD 9.22%, 1-year 16.99%, 3-year 17.03%, 5-year 9.02%, 10-year 11.68%.

AADCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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