ADANX Mutual Fund

ADANX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
+0.30%
3 Months
+0.99%
6 Months
+2.48%
YTD
+3.20%
1 Year
+5.70%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.87%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADANX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+2.39%
vs Peers
+0.81%

ADANX Mutual Fund Performance

ADANX performance across multiple time periods: 1-month 0.30%, YTD 3.20%, 1-year 5.70%, 3-year 5.36%, 5-year 2.87%, 10-year 6.39%.

ADANX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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