AADZX Mutual Fund

AADZX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
-0.07%
3 Months
+11.70%
6 Months
+10.55%
YTD
+9.76%
1 Year
+22.14%
3 Years (annualized)
+16.98%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+7.64%
vs Peers
+2.12%

AADZX Mutual Fund Performance

AADZX performance across multiple time periods: 1-month -0.07%, YTD 9.76%, 1-year 22.14%, 3-year 16.98%, 5-year 8.37%.

AADZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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