AADKX Mutual Fund

NAV$13.18

Returns Overview

1 Month
-0.08%
3 Months
+9.91%
6 Months
+8.98%
YTD
+8.35%
1 Year
+18.98%
3 Years (annualized)
+15.08%
5 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+7.64%
vs Peers
+0.71%

AADKX Mutual Fund Performance

AADKX performance across multiple time periods: 1-month -0.08%, YTD 8.35%, 1-year 18.98%, 3-year 15.08%, 5-year 7.19%.

AADKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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