ADJEX Mutual Fund

NAV$18.16

Returns Overview

1 Month
+3.43%
3 Months
+19.65%
6 Months
+12.89%
YTD
+12.27%
1 Year
+12.07%
3 Years (annualized)
+5.39%
5 Years (annualized)
+1.79%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADJEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+10.82%
vs Peers
+1.46%

ADJEX Mutual Fund Performance

ADJEX performance across multiple time periods: 1-month 3.43%, YTD 12.27%, 1-year 12.07%, 3-year 5.39%, 5-year 1.79%, 10-year 9.61%.

ADJEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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