ADCIX Mutual Fund

ADCIX Mutual Fund

NAV$26.15
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Returns Overview

1 Month
+4.79%
3 Months
-2.04%
6 Months
+11.60%
YTD
+5.68%
1 Year
+12.35%
3 Years (annualized)
+20.92%
5 Years (annualized)
+10.62%
10 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADCIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+8.51%
vs Peers
-2.83%

ADCIX Mutual Fund Performance

ADCIX performance across multiple time periods: 1-month 4.79%, YTD 5.68%, 1-year 12.35%, 3-year 20.92%, 5-year 10.62%, 10-year 15.48%.

ADCIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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