ALDAX Mutual Fund

ALDAX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+0.72%
3 Months
-0.31%
6 Months
-0.16%
YTD
+0.19%
1 Year
+0.84%
3 Years (annualized)
+4.98%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.29%

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)
+0.19%
Peer Avg (YTD)
+1.93%
vs Peers
-1.73%

ALDAX Mutual Fund Performance

ALDAX performance across multiple time periods: 1-month 0.72%, YTD 0.19%, 1-year 0.84%, 3-year 4.98%, 5-year 2.01%, 10-year 2.29%.

ALDAX returns trail the peer average of 1.93% 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.