ADLPX Mutual Fund

ADLPX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.06%
3 Months
+1.68%
6 Months
+3.60%
YTD
+28.48%
1 Year
+29.27%
3 Years (annualized)
+11.58%
5 Years (annualized)
+6.63%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLPX 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)
+28.48%
Peer Avg (YTD)
+0.50%
vs Peers
+27.98%

ADLPX Mutual Fund Performance

ADLPX performance across multiple time periods: 1-month -0.06%, YTD 28.48%, 1-year 29.27%, 3-year 11.58%, 5-year 6.63%, 10-year 5.04%.

ADLPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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