ADOAX Mutual Fund

NAV$17.35

Returns Overview

1 Month
-0.69%
3 Months
+1.76%
6 Months
+4.86%
YTD
+21.35%
1 Year
+20.24%
3 Years (annualized)
+3.65%
5 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Wilshire Liquid Alternative Global Macro Index
This Mutual Fund (YTD)
+21.35%
Peer Avg (YTD)
+11.64%
vs Peers
+9.71%

ADOAX Mutual Fund Performance

ADOAX performance across multiple time periods: 1-month -0.69%, YTD 21.35%, 1-year 20.24%, 3-year 3.65%, 5-year 6.53%.

ADOAX returns outperform the peer average of 11.64% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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