ADECX Mutual Fund

ADECX Mutual Fund

NAV$20.83
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Returns Overview

1 Month
+2.34%
3 Months
+5.45%
6 Months
+11.19%
YTD
+19.15%
1 Year
+27.09%
3 Years (annualized)
+19.28%
5 Years (annualized)
+11.44%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADECX 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 Value Index(RLV)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+12.44%
vs Peers
+6.71%

ADECX Mutual Fund Performance

ADECX performance across multiple time periods: 1-month 2.34%, YTD 19.15%, 1-year 27.09%, 3-year 19.28%, 5-year 11.44%, 10-year 12.02%.

ADECX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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