AADHX Mutual Fund

AADHX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-0.38%
3 Months
+2.53%
6 Months
+5.54%
YTD
+8.10%
1 Year
+17.44%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADHX 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
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🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+6.99%
vs Peers
+1.10%

AADHX Mutual Fund Performance

AADHX performance across multiple time periods: 1-month -0.38%, YTD 8.10%, 1-year 17.44%, 3-year 14.11%, 5-year 7.25%.

AADHX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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