AADYX Mutual Fund

AADYX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-1.76%
3 Months
-0.54%
6 Months
+11.60%
YTD
+10.01%
1 Year
+13.61%
3 Years (annualized)
+14.67%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADYX 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)
+10.01%
Peer Avg (YTD)
+6.10%
vs Peers
+3.91%

AADYX Mutual Fund Performance

AADYX performance across multiple time periods: 1-month -1.76%, YTD 10.01%, 1-year 13.61%, 3-year 14.67%, 5-year 5.96%, 10-year 8.39%.

AADYX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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