AADZX Mutual Fund

AADZX Mutual Fund

NAV$14.07
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Returns Overview

1 Month
-0.36%
3 Months
+2.97%
6 Months
+6.36%
YTD
+9.37%
1 Year
+19.97%
3 Years (annualized)
+15.59%
5 Years (annualized)
+8.19%

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)
+9.37%
Peer Avg (YTD)
+6.99%
vs Peers
+2.38%

AADZX Mutual Fund Performance

AADZX performance across multiple time periods: 1-month -0.36%, YTD 9.37%, 1-year 19.97%, 3-year 15.59%, 5-year 8.19%.

AADZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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