ALDAX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.11%
3 Months
+0.64%
6 Months
+0.58%
YTD
+0.68%
1 Year
+3.28%
3 Years (annualized)
+5.18%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALDAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+3.23%
vs Peers
-2.54%

ALDAX Mutual Fund Performance

ALDAX performance across multiple time periods: 1-month 0.11%, YTD 0.68%, 1-year 3.28%, 3-year 5.18%, 5-year 1.98%, 10-year 2.51%.

ALDAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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