ADECX Mutual Fund

ADECX Mutual Fund

NAV$21.11
See how much of ADECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.96%
3 Months
-0.82%
6 Months
+12.62%
YTD
+13.42%
1 Year
+19.19%
3 Years (annualized)
+19.28%
5 Years (annualized)
+11.44%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADECX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+10.00%
vs Peers
+3.43%

ADECX Mutual Fund Performance

ADECX performance across multiple time periods: 1-month -3.96%, YTD 13.42%, 1-year 19.19%, 3-year 19.28%, 5-year 11.44%, 10-year 12.02%.

ADECX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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