AADLX Mutual Fund

AADLX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
-0.55%
3 Months
-1.32%
6 Months
+1.03%
YTD
+6.34%
1 Year
+8.70%
3 Years (annualized)
+16.83%
5 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADLX 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)
+6.34%
Peer Avg (YTD)
+6.70%
vs Peers
-0.36%

AADLX Mutual Fund Performance

AADLX performance across multiple time periods: 1-month -0.55%, YTD 6.34%, 1-year 8.70%, 3-year 16.83%, 5-year 5.96%.

AADLX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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