ADFAX Mutual Fund

ADFAX Mutual Fund

NAV$8.72
See how much of ADFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.33%
3 Months
-0.73%
6 Months
-2.22%
YTD
-0.37%
1 Year
+1.54%
3 Years (annualized)
+3.78%
5 Years (annualized)
-0.81%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+2.15%
vs Peers
-2.52%

ADFAX Mutual Fund Performance

ADFAX performance across multiple time periods: 1-month 0.33%, YTD -0.37%, 1-year 1.54%, 3-year 3.78%, 5-year -0.81%, 10-year 0.90%.

ADFAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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