ADOZX Mutual Fund

ADOZX Mutual Fund

NAV$24.04
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Returns Overview

1 Month
-5.80%
3 Months
+2.69%
6 Months
+5.62%
YTD
+3.09%
1 Year
+2.76%
3 Years (annualized)
+12.58%
5 Years (annualized)
+3.39%
10 Years (annualized)
+9.54%

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)
+3.09%
Peer Avg (YTD)
+4.85%
vs Peers
-1.76%

ADOZX Mutual Fund Performance

ADOZX performance across multiple time periods: 1-month -5.80%, YTD 3.09%, 1-year 2.76%, 3-year 12.58%, 5-year 3.39%, 10-year 9.54%.

ADOZX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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