AMADX Mutual Fund

AMADX Mutual Fund

NAV$44.21
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Returns Overview

1 Month
+2.37%
3 Months
+6.85%
6 Months
+11.89%
YTD
+17.86%
1 Year
+27.23%
3 Years (annualized)
+17.25%
5 Years (annualized)
+8.08%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMADX 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 Value Index(RLV)
This Mutual Fund (YTD)
+17.86%
Peer Avg (YTD)
+12.44%
vs Peers
+5.42%

AMADX Mutual Fund Performance

AMADX performance across multiple time periods: 1-month 2.37%, YTD 17.86%, 1-year 27.23%, 3-year 17.25%, 5-year 8.08%, 10-year 11.00%.

AMADX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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