ADOCX Mutual Fund

ADOCX Mutual Fund

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Returns Overview

1 Month
-5.87%
3 Months
+2.47%
6 Months
+5.07%
YTD
+2.47%
1 Year
+1.69%
3 Years (annualized)
+11.34%
5 Years (annualized)
+2.29%
10 Years (annualized)
+8.39%

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)
+2.47%
Peer Avg (YTD)
+4.85%
vs Peers
-2.38%

ADOCX Mutual Fund Performance

ADOCX performance across multiple time periods: 1-month -5.87%, YTD 2.47%, 1-year 1.69%, 3-year 11.34%, 5-year 2.29%, 10-year 8.39%.

ADOCX returns trail the peer average of 4.85% 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.