AMADX Mutual Fund

AMADX Mutual Fund

NAV$44.72
See how much of AMADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.39%
3 Months
+1.13%
6 Months
+14.41%
YTD
+13.86%
1 Year
+19.89%
3 Years (annualized)
+17.25%
5 Years (annualized)
+8.08%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMADX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+10.00%
vs Peers
+3.86%

AMADX Mutual Fund Performance

AMADX performance across multiple time periods: 1-month -3.39%, YTD 13.86%, 1-year 19.89%, 3-year 17.25%, 5-year 8.08%, 10-year 11.00%.

AMADX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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