ADKSX Mutual Fund

ADKSX Mutual Fund

NAV$39.25
See how much of ADKSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
+6.02%
6 Months
+12.37%
YTD
+18.29%
1 Year
+33.41%
3 Years (annualized)
+18.70%
5 Years (annualized)
+13.60%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADKSX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+15.31%
vs Peers
+2.98%

ADKSX Mutual Fund Performance

ADKSX performance across multiple time periods: 1-month 0.08%, YTD 18.29%, 1-year 33.41%, 3-year 18.70%, 5-year 13.60%, 10-year 10.55%.

ADKSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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