ADLAX Mutual Fund

ADLAX Mutual Fund

NAV$8.94
See what you own twice
Check ADLAX against your other funds. Free for up to 5.
Check my overlap

Returns Overview

1 Month
+0.84%
3 Months
+1.20%
6 Months
+27.25%
YTD
+27.07%
1 Year
+28.15%
3 Years (annualized)
+11.54%
5 Years (annualized)
+6.29%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+27.07%
Peer Avg (YTD)
+0.12%
vs Peers
+26.95%

ADLAX Mutual Fund Performance

ADLAX performance across multiple time periods: 1-month 0.84%, YTD 27.07%, 1-year 28.15%, 3-year 11.54%, 5-year 6.29%, 10-year 4.87%.

ADLAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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