ADANX Mutual Fund

NAV$13.23

Returns Overview

1 Month
+0.23%
3 Months
+0.99%
6 Months
+2.32%
YTD
+3.28%
1 Year
+6.13%
3 Years (annualized)
+5.58%
5 Years (annualized)
+2.64%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADANX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+3.47%
vs Peers
-0.19%

ADANX Mutual Fund Performance

ADANX performance across multiple time periods: 1-month 0.23%, YTD 3.28%, 1-year 6.13%, 3-year 5.58%, 5-year 2.64%, 10-year 6.63%.

ADANX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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