AADSX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+0.43%
3 Months
+12.21%
6 Months
+11.26%
YTD
+10.54%
1 Year
+19.37%
3 Years (annualized)
+13.47%
5 Years (annualized)
+4.98%
10 Years (annualized)
+7.81%

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
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)
+10.54%
Peer Avg (YTD)
+6.73%
vs Peers
+3.81%

AADSX Mutual Fund Performance

AADSX performance across multiple time periods: 1-month 0.43%, YTD 10.54%, 1-year 19.37%, 3-year 13.47%, 5-year 4.98%, 10-year 7.81%.

AADSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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