ADOZX Mutual Fund

ADOZX Mutual Fund

NAV$24.49
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Returns Overview

1 Month
+1.70%
3 Months
-3.68%
6 Months
+13.06%
YTD
+5.40%
1 Year
+4.49%
3 Years (annualized)
+13.19%
5 Years (annualized)
+2.67%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOZX 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
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+5.11%
vs Peers
+0.29%

ADOZX Mutual Fund Performance

ADOZX performance across multiple time periods: 1-month 1.70%, YTD 5.40%, 1-year 4.49%, 3-year 13.19%, 5-year 2.67%, 10-year 8.95%.

ADOZX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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