AADWX Mutual Fund

AADWX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
-2.46%
3 Months
-0.64%
6 Months
+11.04%
YTD
+9.21%
1 Year
+13.77%
3 Years (annualized)
+17.99%
5 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADWX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+7.09%
vs Peers
+2.12%

AADWX Mutual Fund Performance

AADWX performance across multiple time periods: 1-month -2.46%, YTD 9.21%, 1-year 13.77%, 3-year 17.99%, 5-year 8.63%.

AADWX 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.

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