AADJX Mutual Fund

NAV$13.25

Returns Overview

3 Months
+10.16%
6 Months
+9.24%
YTD
+8.60%
1 Year
+19.58%
3 Years (annualized)
+15.60%
5 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+7.64%
vs Peers
+0.96%

AADJX Mutual Fund Performance

AADJX performance across multiple time periods: YTD 8.60%, 1-year 19.58%, 3-year 15.60%, 5-year 7.68%.

AADJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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