AADQX Mutual Fund

NAV$13.87

Returns Overview

1 Month
-0.15%
3 Months
+10.71%
6 Months
+9.64%
YTD
+8.93%
1 Year
+20.32%
3 Years (annualized)
+15.77%
5 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADQX 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)
+8.93%
Peer Avg (YTD)
+7.64%
vs Peers
+1.29%

AADQX Mutual Fund Performance

AADQX performance across multiple time periods: 1-month -0.15%, YTD 8.93%, 1-year 20.32%, 3-year 15.77%, 5-year 7.57%.

AADQX 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.

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