ADRRX Mutual Fund

ADRRX Mutual Fund

NAV$20.86
See how much of ADRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.35%
3 Months
+0.91%
6 Months
+2.16%
YTD
+0.40%
1 Year
+7.86%
3 Years (annualized)
+17.92%
5 Years (annualized)
+9.70%
10 Years (annualized)
+14.17%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+6.23%
vs Peers
-5.83%

ADRRX Mutual Fund Performance

ADRRX performance across multiple time periods: 1-month -3.35%, YTD 0.40%, 1-year 7.86%, 3-year 17.92%, 5-year 9.70%, 10-year 14.17%.

ADRRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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