ADOIX Mutual Fund

ADOIX Mutual Fund

NAV$20.74
See how much of ADOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.63%
3 Months
-1.04%
6 Months
+5.60%
YTD
+6.22%
1 Year
+9.53%
3 Years (annualized)
+12.57%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire Liquid Alternative Global Macro Index
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+2.39%
vs Peers
+3.83%

ADOIX Mutual Fund Performance

ADOIX performance across multiple time periods: 1-month -7.63%, YTD 6.22%, 1-year 9.53%, 3-year 12.57%, 5-year 4.45%, 10-year 6.42%.

ADOIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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