ADRRX Mutual Fund

NAV$20.92

Returns Overview

1 Month
-3.43%
3 Months
+15.82%
6 Months
+3.42%
YTD
+3.89%
1 Year
+14.83%
3 Years (annualized)
+20.50%
5 Years (annualized)
+11.35%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADRRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+8.97%
vs Peers
-5.08%

ADRRX Mutual Fund Performance

ADRRX performance across multiple time periods: 1-month -3.43%, YTD 3.89%, 1-year 14.83%, 3-year 20.50%, 5-year 11.35%, 10-year 15.14%.

ADRRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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