ADGZX Mutual Fund

ADGZX Mutual Fund

NAV$28.27
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Returns Overview

1 Month
+1.94%
3 Months
+4.46%
6 Months
+7.27%
YTD
+7.19%
1 Year
+14.46%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.84%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADGZX 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
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📉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)
+7.19%
Peer Avg (YTD)
+9.41%
vs Peers
-2.22%

ADGZX Mutual Fund Performance

ADGZX performance across multiple time periods: 1-month 1.94%, YTD 7.19%, 1-year 14.46%, 3-year 18.28%, 5-year 10.84%, 10-year 13.74%.

ADGZX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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