ADKSX Mutual Fund

NAV$38.97

Returns Overview

1 Month
+3.69%
3 Months
+16.19%
6 Months
+18.20%
YTD
+18.20%
1 Year
+35.93%
3 Years (annualized)
+21.27%
5 Years (annualized)
+13.09%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADKSX 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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+18.52%
vs Peers
-0.33%

ADKSX Mutual Fund Performance

ADKSX performance across multiple time periods: 1-month 3.69%, YTD 18.20%, 1-year 35.93%, 3-year 21.27%, 5-year 13.09%, 10-year 11.26%.

ADKSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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