ADJEX Mutual Fund

ADJEX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
-2.39%
3 Months
-4.62%
6 Months
+14.12%
YTD
+7.08%
1 Year
+3.60%
3 Years (annualized)
+6.53%
5 Years (annualized)
+0.62%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADJEX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+6.72%
vs Peers
+0.36%

ADJEX Mutual Fund Performance

ADJEX performance across multiple time periods: 1-month -2.39%, YTD 7.08%, 1-year 3.60%, 3-year 6.53%, 5-year 0.62%, 10-year 9.17%.

ADJEX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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