ADGIX Mutual Fund

ADGIX Mutual Fund

NAV$28.29
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Returns Overview

1 Month
+1.95%
3 Months
+4.48%
6 Months
+7.31%
YTD
+7.23%
1 Year
+14.48%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.83%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGIX 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)
+7.23%
Peer Avg (YTD)
+9.41%
vs Peers
-2.19%

ADGIX Mutual Fund Performance

ADGIX performance across multiple time periods: 1-month 1.95%, YTD 7.23%, 1-year 14.48%, 3-year 18.28%, 5-year 10.83%, 10-year 13.70%.

ADGIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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