AADMX Mutual Fund

AADMX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
-2.42%
3 Months
-1.00%
6 Months
+9.05%
YTD
+7.60%
1 Year
+11.56%
3 Years (annualized)
+16.13%
5 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADMX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+7.09%
vs Peers
+0.51%

AADMX Mutual Fund Performance

AADMX performance across multiple time periods: 1-month -2.42%, YTD 7.60%, 1-year 11.56%, 3-year 16.13%, 5-year 7.57%.

AADMX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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