AADAX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+0.43%
3 Months
+12.14%
6 Months
+11.20%
YTD
+10.47%
1 Year
+19.22%
3 Years (annualized)
+13.34%
5 Years (annualized)
+4.87%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+6.73%
vs Peers
+3.74%

AADAX Mutual Fund Performance

AADAX performance across multiple time periods: 1-month 0.43%, YTD 10.47%, 1-year 19.22%, 3-year 13.34%, 5-year 4.87%, 10-year 7.70%.

AADAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

AADAX performance comparison shows side-by-side returns with another fund. AADAX alternatives are available in the Mutual Fund Screener.