ADOZX Mutual Fund

ADOZX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
+0.54%
3 Months
-2.07%
6 Months
+9.12%
YTD
+3.64%
1 Year
+4.25%
3 Years (annualized)
+13.19%
5 Years (annualized)
+2.67%
10 Years (annualized)
+8.95%

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)
+3.64%
Peer Avg (YTD)
+6.23%
vs Peers
-2.58%

ADOZX Mutual Fund Performance

ADOZX performance across multiple time periods: 1-month 0.54%, YTD 3.64%, 1-year 4.25%, 3-year 13.19%, 5-year 2.67%, 10-year 8.95%.

ADOZX returns trail the peer average of 6.23% 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.