ADLIX Mutual Fund

ADLIX Mutual Fund

NAV$8.87
See how much of ADLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.01%
3 Months
+1.72%
6 Months
+28.14%
YTD
+27.89%
1 Year
+29.34%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.54%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLIX 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)
+27.89%
Peer Avg (YTD)
+2.15%
vs Peers
+25.74%

ADLIX Mutual Fund Performance

ADLIX performance across multiple time periods: 1-month 1.01%, YTD 27.89%, 1-year 29.34%, 3-year 11.64%, 5-year 6.54%, 10-year 5.15%.

ADLIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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