ADLIX Mutual Fund

ADLIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.06%
3 Months
+1.01%
6 Months
+2.34%
YTD
+3.54%
1 Year
+4.54%
3 Years (annualized)
+7.10%
5 Years (annualized)
+6.38%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADLIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+0.72%
vs Peers
+2.82%

ADLIX Mutual Fund Performance

ADLIX performance across multiple time periods: 1-month 0.06%, YTD 3.54%, 1-year 4.54%, 3-year 7.10%, 5-year 6.38%, 10-year 4.99%.

ADLIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

ADLIX vs another fund shows side-by-side returns. ADLIX alternatives are available in the Mutual Fund Screener.