ADOCX Mutual Fund

NAV$19.94

Returns Overview

1 Month
+3.28%
3 Months
+17.07%
6 Months
+9.37%
YTD
+8.87%
1 Year
+10.52%
3 Years (annualized)
+12.83%
5 Years (annualized)
+4.74%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+3.78%
vs Peers
+5.09%

ADOCX Mutual Fund Performance

ADOCX performance across multiple time periods: 1-month 3.28%, YTD 8.87%, 1-year 10.52%, 3-year 12.83%, 5-year 4.74%, 10-year 11.19%.

ADOCX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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