ADOZX Mutual Fund

ADOZX Mutual Fund

NAV$24.41
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Returns Overview

1 Month
+3.40%
3 Months
+17.38%
6 Months
+9.95%
YTD
+9.43%
1 Year
+11.70%
3 Years (annualized)
+14.05%
5 Years (annualized)
+5.71%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOZX 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
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📉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)
+9.43%
Peer Avg (YTD)
+3.78%
vs Peers
+5.65%

ADOZX Mutual Fund Performance

ADOZX performance across multiple time periods: 1-month 3.40%, YTD 9.43%, 1-year 11.70%, 3-year 14.05%, 5-year 5.71%, 10-year 11.57%.

ADOZX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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