AADBX Mutual Fund

AADBX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
+1.37%
3 Months
+2.42%
6 Months
+5.00%
YTD
+5.63%
1 Year
+13.62%
3 Years (annualized)
+11.16%
5 Years (annualized)
+7.62%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+5.54%
vs Peers
+0.10%

AADBX Mutual Fund Performance

AADBX performance across multiple time periods: 1-month 1.37%, YTD 5.63%, 1-year 13.62%, 3-year 11.16%, 5-year 7.62%, 10-year 8.60%.

AADBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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