AADKX Mutual Fund

AADKX Mutual Fund

NAV$12.57
See how much of AADKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
-1.24%
6 Months
+1.19%
YTD
+6.59%
1 Year
+8.96%
3 Years (annualized)
+17.17%
5 Years (annualized)
+6.22%

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)
+6.59%
Peer Avg (YTD)
+6.70%
vs Peers
-0.10%

AADKX Mutual Fund Performance

AADKX performance across multiple time periods: 1-month -0.47%, YTD 6.59%, 1-year 8.96%, 3-year 17.17%, 5-year 6.22%.

AADKX returns trail the peer average of 6.70% 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.