AADJX Mutual Fund

AADJX Mutual Fund

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Returns Overview

1 Month
-2.50%
3 Months
-1.08%
6 Months
+8.98%
YTD
+7.43%
1 Year
+11.32%
3 Years (annualized)
+15.97%
5 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADJX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+7.09%
vs Peers
+0.34%

AADJX Mutual Fund Performance

AADJX performance across multiple time periods: 1-month -2.50%, YTD 7.43%, 1-year 11.32%, 3-year 15.97%, 5-year 7.42%.

AADJX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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