AADIX Mutual Fund

AADIX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
+2.04%
3 Months
+1.71%
6 Months
+7.65%
YTD
+12.04%
1 Year
+18.52%
3 Years (annualized)
+18.85%
5 Years (annualized)
+10.85%
10 Years (annualized)
+13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+12.04%
Peer Avg (YTD)
+7.17%
vs Peers
+4.86%

AADIX Mutual Fund Performance

AADIX performance across multiple time periods: 1-month 2.04%, YTD 12.04%, 1-year 18.52%, 3-year 18.85%, 5-year 10.85%, 10-year 13.75%.

AADIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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