ADGAX Mutual Fund

ADGAX Mutual Fund

NAV$25.66
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Returns Overview

1 Month
-0.24%
3 Months
+3.13%
6 Months
+17.00%
YTD
+8.32%
1 Year
+10.52%
3 Years (annualized)
+18.79%
5 Years (annualized)
+10.38%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+9.98%
vs Peers
-1.66%

ADGAX Mutual Fund Performance

ADGAX performance across multiple time periods: 1-month -0.24%, YTD 8.32%, 1-year 10.52%, 3-year 18.79%, 5-year 10.38%, 10-year 13.41%.

ADGAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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