ADGGX Mutual Fund

ADGGX Mutual Fund

NAV$25.83
See how much of ADGGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.83%
3 Months
-2.04%
6 Months
+11.63%
YTD
+5.67%
1 Year
+12.38%
3 Years (annualized)
+20.93%
5 Years (annualized)
+14.34%
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)
+5.67%
Peer Avg (YTD)
+8.51%
vs Peers
-2.84%

ADGGX Mutual Fund Performance

ADGGX performance across multiple time periods: 1-month 4.83%, YTD 5.67%, 1-year 12.38%, 3-year 20.93%, 5-year 14.34%, 10-year 14.97%.

ADGGX returns trail the peer average of 8.51% 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.