ADGZX Mutual Fund

NAV$28.72
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Returns Overview

1 Month
-0.26%
3 Months
+13.54%
6 Months
+5.52%
YTD
+5.15%
1 Year
+29.31%
3 Years (annualized)
+23.25%
5 Years (annualized)
+16.50%
10 Years (annualized)
+17.73%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+9.51%
vs Peers
-4.35%

ADGZX Mutual Fund Performance

ADGZX performance across multiple time periods: 1-month -0.26%, YTD 5.15%, 1-year 29.31%, 3-year 23.25%, 5-year 16.50%, 10-year 17.73%.

ADGZX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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