ADCVX Mutual Fund

ADCVX Mutual Fund

NAV$22.51
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Returns Overview

1 Month
-3.33%
3 Months
+0.97%
6 Months
+2.25%
YTD
+0.55%
1 Year
+8.12%
3 Years (annualized)
+18.21%
5 Years (annualized)
+9.97%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADCVX 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)
+0.55%
Peer Avg (YTD)
+6.23%
vs Peers
-5.68%

ADCVX Mutual Fund Performance

ADCVX performance across multiple time periods: 1-month -3.33%, YTD 0.55%, 1-year 8.12%, 3-year 18.21%, 5-year 9.97%, 10-year 14.46%.

ADCVX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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