ADJEX Mutual Fund

ADJEX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
-4.62%
3 Months
+4.40%
6 Months
+7.81%
YTD
+7.08%
1 Year
+2.63%
3 Years (annualized)
+3.08%
5 Years (annualized)
+0.07%
10 Years (annualized)
+8.54%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+9.54%
vs Peers
-2.46%

ADJEX Mutual Fund Performance

ADJEX performance across multiple time periods: 1-month -4.62%, YTD 7.08%, 1-year 2.63%, 3-year 3.08%, 5-year 0.07%, 10-year 8.54%.

ADJEX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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