ADLVX Mutual Fund

NAV$30.58

Returns Overview

1 Month
+4.04%
3 Months
+6.05%
6 Months
+14.21%
YTD
+3.04%
1 Year
+14.45%
3 Years
+9.56%
5 Years
+9.77%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ADLVX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+1.79%
vs Peers
+1.24%

ADLVX Mutual Fund Performance

ADLVX performance across multiple time periods: 1-month 4.04%, YTD 3.04%, 1-year 14.45%, 3-year 9.56%, 5-year 9.77%.

ADLVX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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