AADRX Mutual Fund

AADRX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
+1.97%
3 Months
+1.53%
6 Months
+7.32%
YTD
+11.56%
1 Year
+17.82%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.88%
10 Years (annualized)
+12.63%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+7.17%
vs Peers
+4.38%

AADRX Mutual Fund Performance

AADRX performance across multiple time periods: 1-month 1.97%, YTD 11.56%, 1-year 17.82%, 3-year 17.89%, 5-year 9.88%, 10-year 12.63%.

AADRX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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