ADGAX Mutual Fund

NAV$25.86
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Returns Overview

1 Month
-0.28%
3 Months
+13.46%
6 Months
+5.39%
YTD
+5.03%
1 Year
+30.28%
3 Years (annualized)
+23.31%
5 Years (annualized)
+16.56%
10 Years (annualized)
+17.59%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+9.51%
vs Peers
-4.47%

ADGAX Mutual Fund Performance

ADGAX performance across multiple time periods: 1-month -0.28%, YTD 5.03%, 1-year 30.28%, 3-year 23.31%, 5-year 16.56%, 10-year 17.59%.

ADGAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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