ADGAX Mutual Fund

ADGAX Mutual Fund

NAV$25.01
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Returns Overview

1 Month
-1.22%
3 Months
-0.08%
6 Months
+4.33%
YTD
+7.00%
1 Year
+6.88%
3 Years (annualized)
+20.29%
5 Years (annualized)
+10.31%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+9.28%
vs Peers
-2.28%

ADGAX Mutual Fund Performance

ADGAX performance across multiple time periods: 1-month -1.22%, YTD 7.00%, 1-year 6.88%, 3-year 20.29%, 5-year 10.31%, 10-year 13.36%.

ADGAX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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