ADCVX Mutual Fund

ADCVX Mutual Fund

NAV$23.85
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Returns Overview

1 Month
+4.78%
3 Months
-2.15%
6 Months
+11.38%
YTD
+5.36%
1 Year
+11.83%
3 Years (annualized)
+20.38%
5 Years (annualized)
+10.12%
10 Years (annualized)
+14.96%

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)
+5.36%
Peer Avg (YTD)
+8.51%
vs Peers
-3.15%

ADCVX Mutual Fund Performance

ADCVX performance across multiple time periods: 1-month 4.78%, YTD 5.36%, 1-year 11.83%, 3-year 20.38%, 5-year 10.12%, 10-year 14.96%.

ADCVX returns trail the peer average of 8.51% 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.