ADLIX Mutual Fund

ADLIX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-0.13%
3 Months
+2.01%
6 Months
+25.74%
YTD
+25.57%
1 Year
+28.17%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.26%
10 Years (annualized)
+5.11%

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
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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)
+25.57%
Peer Avg (YTD)
+3.23%
vs Peers
+22.34%

ADLIX Mutual Fund Performance

ADLIX performance across multiple time periods: 1-month -0.13%, YTD 25.57%, 1-year 28.17%, 3-year 11.64%, 5-year 6.26%, 10-year 5.11%.

ADLIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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