ADLAX Mutual Fund

ADLAX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.06%
3 Months
+1.68%
6 Months
+3.60%
YTD
+28.13%
1 Year
+29.09%
3 Years (annualized)
+11.54%
5 Years (annualized)
+6.36%
10 Years (annualized)
+4.93%

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
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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)
+28.13%
Peer Avg (YTD)
+0.50%
vs Peers
+27.63%

ADLAX Mutual Fund Performance

ADLAX performance across multiple time periods: 1-month -0.06%, YTD 28.13%, 1-year 29.09%, 3-year 11.54%, 5-year 6.36%, 10-year 4.93%.

ADLAX returns outperform the peer average of 0.50% 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.