ADGYX Mutual Fund

ADGYX Mutual Fund

NAV$27.84
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Returns Overview

1 Month
-0.23%
3 Months
+13.54%
6 Months
+5.49%
YTD
+5.16%
1 Year
+29.65%
3 Years (annualized)
+23.32%
5 Years (annualized)
+16.58%
10 Years (annualized)
+17.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGYX 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)
+5.16%
Peer Avg (YTD)
+9.51%
vs Peers
-4.35%

ADGYX Mutual Fund Performance

ADGYX performance across multiple time periods: 1-month -0.23%, YTD 5.16%, 1-year 29.65%, 3-year 23.32%, 5-year 16.58%, 10-year 17.72%.

ADGYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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