ADGCX Mutual Fund

NAV$27.42

Returns Overview

1 Month
-0.30%
3 Months
+13.26%
6 Months
+5.01%
YTD
+4.63%
1 Year
+28.43%
3 Years (annualized)
+29.83%
5 Years (annualized)
+23.59%
10 Years (annualized)
+24.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGCX 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

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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)
+4.63%
Peer Avg (YTD)
+9.51%
vs Peers
-4.88%

ADGCX Mutual Fund Performance

ADGCX performance across multiple time periods: 1-month -0.30%, YTD 4.63%, 1-year 28.43%, 3-year 29.83%, 5-year 23.59%, 10-year 24.06%.

ADGCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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