AADTX Mutual Fund

AADTX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-0.24%
3 Months
+1.57%
6 Months
+3.12%
YTD
+4.53%
1 Year
+10.77%
3 Years (annualized)
+10.65%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.58%

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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+6.99%
vs Peers
-2.46%

AADTX Mutual Fund Performance

AADTX performance across multiple time periods: 1-month -0.24%, YTD 4.53%, 1-year 10.77%, 3-year 10.65%, 5-year 5.49%, 10-year 7.58%.

AADTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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