ADLCX Mutual Fund

ADLCX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-0.11%
3 Months
+1.50%
6 Months
+3.26%
YTD
+27.01%
1 Year
+27.66%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.54%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+27.01%
Peer Avg (YTD)
+0.50%
vs Peers
+26.51%

ADLCX Mutual Fund Performance

ADLCX performance across multiple time periods: 1-month -0.11%, YTD 27.01%, 1-year 27.66%, 3-year 10.72%, 5-year 5.54%, 10-year 4.12%.

ADLCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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