AADYX Mutual Fund

AADYX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
-0.81%
3 Months
+3.48%
6 Months
+7.53%
YTD
+9.71%
1 Year
+18.49%
3 Years (annualized)
+12.38%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADYX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+6.57%
vs Peers
+3.14%

AADYX Mutual Fund Performance

AADYX performance across multiple time periods: 1-month -0.81%, YTD 9.71%, 1-year 18.49%, 3-year 12.38%, 5-year 5.96%, 10-year 7.56%.

AADYX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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