ADKSX Mutual Fund

ADKSX Mutual Fund

NAV$37.85
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Returns Overview

1 Month
-5.30%
3 Months
-4.84%
6 Months
+10.57%
YTD
+12.47%
1 Year
+16.44%
3 Years (annualized)
+19.51%
5 Years (annualized)
+13.13%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADKSX 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 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+10.34%
vs Peers
+2.13%

ADKSX Mutual Fund Performance

ADKSX performance across multiple time periods: 1-month -5.30%, YTD 12.47%, 1-year 16.44%, 3-year 19.51%, 5-year 13.13%, 10-year 10.33%.

ADKSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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