AADMX Mutual Fund

NAV$13.26

Returns Overview

3 Months
+10.15%
6 Months
+9.32%
YTD
+8.68%
1 Year
+19.74%
3 Years (annualized)
+15.76%
5 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADMX 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)
+8.68%
Peer Avg (YTD)
+7.64%
vs Peers
+1.04%

AADMX Mutual Fund Performance

AADMX performance across multiple time periods: YTD 8.68%, 1-year 19.74%, 3-year 15.76%, 5-year 7.83%.

AADMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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