ADGGX Mutual Fund

ADGGX Mutual Fund

NAV$24.94
See how much of ADGGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.29%
3 Months
+1.06%
6 Months
+2.50%
YTD
+0.80%
1 Year
+8.62%
3 Years (annualized)
+18.73%
5 Years (annualized)
+10.47%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+6.23%
vs Peers
-5.43%

ADGGX Mutual Fund Performance

ADGGX performance across multiple time periods: 1-month -3.29%, YTD 0.80%, 1-year 8.62%, 3-year 18.73%, 5-year 10.47%, 10-year 14.97%.

ADGGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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