AADBX Mutual Fund

AADBX Mutual Fund

NAV$15.36
See how much of AADBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.97%
3 Months
+3.37%
6 Months
+5.06%
YTD
+7.72%
1 Year
+12.13%
3 Years (annualized)
+12.17%
5 Years (annualized)
+7.25%
10 Years (annualized)
+8.61%

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
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)
+7.72%
Peer Avg (YTD)
+6.28%
vs Peers
+1.43%

AADBX Mutual Fund Performance

AADBX performance across multiple time periods: 1-month 1.97%, YTD 7.72%, 1-year 12.13%, 3-year 12.17%, 5-year 7.25%, 10-year 8.61%.

AADBX returns outperform the peer average of 6.28% 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.