AADOX Mutual Fund

NAV$13.93

Returns Overview

1 Month
-0.07%
3 Months
+10.94%
6 Months
+10.04%
YTD
+9.33%
1 Year
+21.19%
3 Years (annualized)
+16.55%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADOX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+7.64%
vs Peers
+1.69%

AADOX Mutual Fund Performance

AADOX performance across multiple time periods: 1-month -0.07%, YTD 9.33%, 1-year 21.19%, 3-year 16.55%, 5-year 8.31%.

AADOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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