AADUX Mutual Fund

AADUX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
+1.99%
3 Months
+1.62%
6 Months
+6.30%
YTD
+11.26%
1 Year
+18.15%
3 Years (annualized)
+17.22%
5 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADUX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+8.76%
vs Peers
+2.51%

AADUX Mutual Fund Performance

AADUX performance across multiple time periods: 1-month 1.99%, YTD 11.26%, 1-year 18.15%, 3-year 17.22%, 5-year 8.23%.

AADUX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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