ADRRX Mutual Fund

ADRRX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
+1.92%
3 Months
+3.16%
6 Months
+19.48%
YTD
+7.17%
1 Year
+7.76%
3 Years (annualized)
+20.08%
5 Years (annualized)
+9.84%
10 Years (annualized)
+14.67%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+8.68%
vs Peers
-1.51%

ADRRX Mutual Fund Performance

ADRRX performance across multiple time periods: 1-month 1.92%, YTD 7.17%, 1-year 7.76%, 3-year 20.08%, 5-year 9.84%, 10-year 14.67%.

ADRRX returns trail the peer average of 8.68% 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.