ADBLX Mutual Fund

NAV$8.72

Returns Overview

1 Month
+0.35%
6 Months
-0.98%
YTD
+1.79%
1 Year
-0.22%
3 Years (annualized)
+1.62%
5 Years (annualized)
-1.09%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADBLX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+3.93%
vs Peers
-2.13%

ADBLX Mutual Fund Performance

ADBLX performance across multiple time periods: 1-month 0.35%, YTD 1.79%, 1-year -0.22%, 3-year 1.62%, 5-year -1.09%, 10-year 1.24%.

ADBLX returns trail the peer average of 3.93% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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