ADSIX Mutual Fund

ADSIX Mutual Fund

NAV$25.18
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Returns Overview

1 Month
+4.81%
3 Months
-2.07%
6 Months
+11.49%
YTD
+5.55%
1 Year
+12.11%
3 Years (annualized)
+20.68%
5 Years (annualized)
+10.39%
10 Years (annualized)
+15.25%

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)
+5.55%
Peer Avg (YTD)
+8.51%
vs Peers
-2.96%

ADSIX Mutual Fund Performance

ADSIX performance across multiple time periods: 1-month 4.81%, YTD 5.55%, 1-year 12.11%, 3-year 20.68%, 5-year 10.39%, 10-year 15.25%.

ADSIX returns trail the peer average of 8.51% 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.