ALDAX Mutual Fund

ALDAX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
-0.18%
3 Months
+0.15%
6 Months
+0.09%
YTD
+0.51%
1 Year
+2.97%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.90%
10 Years (annualized)
+2.43%

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
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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 Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.51%
Peer Avg (YTD)
+0.12%
vs Peers
+0.39%

ALDAX Mutual Fund Performance

ALDAX performance across multiple time periods: 1-month -0.18%, YTD 0.51%, 1-year 2.97%, 3-year 4.93%, 5-year 1.90%, 10-year 2.43%.

ALDAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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