AADTX Mutual Fund

AADTX Mutual Fund

NAV$16.81
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Returns Overview

1 Month
+1.63%
3 Months
-0.36%
6 Months
+1.21%
YTD
+4.16%
1 Year
+5.97%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.05%
10 Years (annualized)
+7.66%

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)
+4.16%
Peer Avg (YTD)
+6.70%
vs Peers
-2.54%

AADTX Mutual Fund Performance

AADTX performance across multiple time periods: 1-month 1.63%, YTD 4.16%, 1-year 5.97%, 3-year 12.88%, 5-year 5.05%, 10-year 7.66%.

AADTX returns trail the peer average of 6.70% 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.