AADSX Mutual Fund

AADSX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
+2.06%
3 Months
+1.68%
6 Months
+7.55%
YTD
+11.90%
1 Year
+18.37%
3 Years (annualized)
+18.56%
5 Years (annualized)
+10.54%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADSX 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)
+11.90%
Peer Avg (YTD)
+7.17%
vs Peers
+4.73%

AADSX Mutual Fund Performance

AADSX performance across multiple time periods: 1-month 2.06%, YTD 11.90%, 1-year 18.37%, 3-year 18.56%, 5-year 10.54%, 10-year 13.35%.

AADSX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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