ADOCX Mutual Fund

ADOCX Mutual Fund

NAV$20.20
See how much of ADOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.60%
3 Months
-3.98%
6 Months
+12.42%
YTD
+4.54%
1 Year
+3.31%
3 Years (annualized)
+11.94%
5 Years (annualized)
+1.58%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+5.11%
vs Peers
-0.58%

ADOCX Mutual Fund Performance

ADOCX performance across multiple time periods: 1-month 1.60%, YTD 4.54%, 1-year 3.31%, 3-year 11.94%, 5-year 1.58%, 10-year 7.74%.

ADOCX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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