ADSIX Mutual Fund

ADSIX Mutual Fund

NAV$23.90
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Returns Overview

1 Month
-3.31%
3 Months
+1.01%
6 Months
+2.40%
YTD
+0.70%
1 Year
+8.38%
3 Years (annualized)
+18.49%
5 Years (annualized)
+10.23%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADSIX 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)
+0.70%
Peer Avg (YTD)
+6.23%
vs Peers
-5.53%

ADSIX Mutual Fund Performance

ADSIX performance across multiple time periods: 1-month -3.31%, YTD 0.70%, 1-year 8.38%, 3-year 18.49%, 5-year 10.23%, 10-year 14.73%.

ADSIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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