AADQX Mutual Fund

AADQX Mutual Fund

NAV$13.62
See how much of AADQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.93%
3 Months
+1.40%
6 Months
+5.77%
YTD
+10.62%
1 Year
+17.15%
3 Years (annualized)
+16.21%
5 Years (annualized)
+7.32%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+8.76%
vs Peers
+1.86%

AADQX Mutual Fund Performance

AADQX performance across multiple time periods: 1-month 1.93%, YTD 10.62%, 1-year 17.15%, 3-year 16.21%, 5-year 7.32%.

AADQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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