ADLYX Mutual Fund

ADLYX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
+0.17%
3 Months
+1.01%
6 Months
+2.34%
YTD
+27.89%
1 Year
+29.01%
3 Years (annualized)
+11.41%
5 Years (annualized)
+6.34%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLYX 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)
+27.89%
Peer Avg (YTD)
+1.93%
vs Peers
+25.97%

ADLYX Mutual Fund Performance

ADLYX performance across multiple time periods: 1-month 0.17%, YTD 27.89%, 1-year 29.01%, 3-year 11.41%, 5-year 6.34%, 10-year 4.92%.

ADLYX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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