ADOCX Mutual Fund

ADOCX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
+0.40%
3 Months
-2.40%
6 Months
+8.48%
YTD
+2.89%
1 Year
+3.10%
3 Years (annualized)
+11.94%
5 Years (annualized)
+1.58%
10 Years (annualized)
+7.74%

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
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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
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+6.23%
vs Peers
-3.34%

ADOCX Mutual Fund Performance

ADOCX performance across multiple time periods: 1-month 0.40%, YTD 2.89%, 1-year 3.10%, 3-year 11.94%, 5-year 1.58%, 10-year 7.74%.

ADOCX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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