AADWX Mutual Fund

AADWX Mutual Fund

NAV$14.32
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.07%
3 Months
+11.76%
6 Months
+10.79%
YTD
+9.91%
1 Year
+22.64%
3 Years (annualized)
+17.50%
5 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+7.64%
vs Peers
+2.27%

AADWX Mutual Fund Performance

AADWX performance across multiple time periods: 1-month -0.07%, YTD 9.91%, 1-year 22.64%, 3-year 17.50%, 5-year 8.86%.

AADWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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