ADOIX Mutual Fund

NAV$20.83

Returns Overview

1 Month
+2.17%
3 Months
+17.30%
6 Months
+14.99%
YTD
+14.99%
1 Year
+22.03%
3 Years (annualized)
+16.59%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.48%

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

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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)
+14.99%
Peer Avg (YTD)
+3.47%
vs Peers
+11.52%

ADOIX Mutual Fund Performance

ADOIX performance across multiple time periods: 1-month 2.17%, YTD 14.99%, 1-year 22.03%, 3-year 16.59%, 5-year 5.96%, 10-year 7.48%.

ADOIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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