ADNAX Mutual Fund

ADNAX Mutual Fund

NAV$23.73
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Returns Overview

1 Month
+4.75%
3 Months
+11.74%
6 Months
+35.14%
YTD
+16.98%
1 Year
+9.78%
3 Years (annualized)
+25.83%
5 Years (annualized)
-5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.98%
Peer Avg (YTD)
+6.72%
vs Peers
+10.25%

ADNAX Mutual Fund Performance

ADNAX performance across multiple time periods: 1-month 4.75%, YTD 16.98%, 1-year 9.78%, 3-year 25.83%, 5-year -5.86%.

ADNAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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