ALDAX Mutual Fund

ALDAX Mutual Fund

NAV$9.69
See how much of ALDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.18%
3 Months
-1.20%
6 Months
-0.57%
YTD
-0.53%
1 Year
+0.44%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.94%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALDAX 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
Bloomberg Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+0.50%
vs Peers
-1.03%

ALDAX Mutual Fund Performance

ALDAX performance across multiple time periods: 1-month -1.18%, YTD -0.53%, 1-year 0.44%, 3-year 4.93%, 5-year 1.94%, 10-year 2.39%.

ALDAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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