ADNAX Mutual Fund

ADNAX Mutual Fund

NAV$23.57
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Returns Overview

1 Month
-12.11%
3 Months
-5.69%
6 Months
-3.90%
YTD
-6.42%
1 Year
-4.04%
3 Years (annualized)
+12.59%
5 Years (annualized)
-9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNAX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.42%
Peer Avg (YTD)
+9.54%
vs Peers
-15.96%

ADNAX Mutual Fund Performance

ADNAX performance across multiple time periods: 1-month -12.11%, YTD -6.42%, 1-year -4.04%, 3-year 12.59%, 5-year -9.10%.

ADNAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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