AADTX Mutual Fund

NAV$17.02

Returns Overview

1 Month
+0.12%
3 Months
+5.89%
6 Months
+5.17%
YTD
+4.78%
1 Year
+11.24%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.60%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADTX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+7.64%
vs Peers
-2.86%

AADTX Mutual Fund Performance

AADTX performance across multiple time periods: 1-month 0.12%, YTD 4.78%, 1-year 11.24%, 3-year 11.09%, 5-year 5.60%, 10-year 7.79%.

AADTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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