ADZIX Mutual Fund

ADZIX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.35%
6 Months
-0.94%
YTD
+1.88%
1 Year
-0.05%
3 Years (annualized)
+1.85%
5 Years (annualized)
-0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADZIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+3.93%
vs Peers
-2.05%

ADZIX Mutual Fund Performance

ADZIX performance across multiple time periods: 1-month 0.35%, YTD 1.88%, 1-year -0.05%, 3-year 1.85%, 5-year -0.84%.

ADZIX returns trail the peer average of 3.93% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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