AADUX Mutual Fund

AADUX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
-2.46%
3 Months
-0.81%
6 Months
+10.12%
YTD
+8.53%
1 Year
+12.75%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADUX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+7.09%
vs Peers
+1.44%

AADUX Mutual Fund Performance

AADUX performance across multiple time periods: 1-month -2.46%, YTD 8.53%, 1-year 12.75%, 3-year 17.22%, 5-year 8.23%.

AADUX 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.

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