ADGYX Mutual Fund

ADGYX Mutual Fund

NAV$27.71
See how much of ADGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.41%
3 Months
+3.16%
6 Months
+11.29%
YTD
+8.73%
1 Year
+14.70%
3 Years (annualized)
+19.08%
5 Years (annualized)
+10.65%
10 Years (annualized)
+13.69%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+11.21%
vs Peers
-2.48%

ADGYX Mutual Fund Performance

ADGYX performance across multiple time periods: 1-month 1.41%, YTD 8.73%, 1-year 14.70%, 3-year 19.08%, 5-year 10.65%, 10-year 13.69%.

ADGYX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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