AADRX Mutual Fund

NAV$18.72

Returns Overview

1 Month
+0.38%
3 Months
+12.04%
6 Months
+11.10%
YTD
+10.30%
1 Year
+18.95%
3 Years (annualized)
+13.05%
5 Years (annualized)
+4.59%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADRX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+6.73%
vs Peers
+3.57%

AADRX Mutual Fund Performance

AADRX performance across multiple time periods: 1-month 0.38%, YTD 10.30%, 1-year 18.95%, 3-year 13.05%, 5-year 4.59%, 10-year 7.43%.

AADRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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