AADLX Mutual Fund

NAV$13.25

Returns Overview

3 Months
+9.92%
6 Months
+8.90%
YTD
+8.26%
1 Year
+18.80%
3 Years (annualized)
+14.80%
5 Years (annualized)
+6.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+7.64%
vs Peers
+0.62%

AADLX Mutual Fund Performance

AADLX performance across multiple time periods: YTD 8.26%, 1-year 18.80%, 3-year 14.80%, 5-year 6.93%.

AADLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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