ADGZX Mutual Fund

ADGZX Mutual Fund

NAV$28.77
See how much of ADGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
+3.22%
6 Months
+17.19%
YTD
+8.54%
1 Year
+10.87%
3 Years (annualized)
+19.11%
5 Years (annualized)
+10.70%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.98%
vs Peers
-1.44%

ADGZX Mutual Fund Performance

ADGZX performance across multiple time periods: 1-month -0.18%, YTD 8.54%, 1-year 10.87%, 3-year 19.11%, 5-year 10.70%, 10-year 13.77%.

ADGZX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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