AADKX Mutual Fund

AADKX Mutual Fund

NAV$12.94
See how much of AADKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.78%
3 Months
+1.31%
6 Months
+5.28%
YTD
+9.85%
1 Year
+16.01%
3 Years (annualized)
+15.46%
5 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADKX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+8.76%
vs Peers
+1.09%

AADKX Mutual Fund Performance

AADKX performance across multiple time periods: 1-month 1.78%, YTD 9.85%, 1-year 16.01%, 3-year 15.46%, 5-year 6.93%.

AADKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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