AADWX Mutual Fund

AADWX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-0.21%
3 Months
+3.11%
6 Months
+6.66%
YTD
+9.68%
1 Year
+20.54%
3 Years (annualized)
+16.17%
5 Years (annualized)
+8.70%

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
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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)
+9.68%
Peer Avg (YTD)
+6.99%
vs Peers
+2.68%

AADWX Mutual Fund Performance

AADWX performance across multiple time periods: 1-month -0.21%, YTD 9.68%, 1-year 20.54%, 3-year 16.17%, 5-year 8.70%.

AADWX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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