AADNX Mutual Fund

NAV$13.81

Returns Overview

1 Month
-0.07%
3 Months
+10.95%
6 Months
+9.96%
YTD
+9.25%
1 Year
+20.97%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AADNX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+7.64%
vs Peers
+1.61%

AADNX Mutual Fund Performance

AADNX performance across multiple time periods: 1-month -0.07%, YTD 9.25%, 1-year 20.97%, 3-year 16.34%, 5-year 8.11%.

AADNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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