ADNAX Mutual Fund

NAV$19.44

Returns Overview

1 Month
-0.95%
3 Months
+20.94%
6 Months
+6.47%
YTD
+4.69%
1 Year
+16.62%
3 Years (annualized)
+22.85%
5 Years (annualized)
-8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+10.82%
vs Peers
-6.13%

ADNAX Mutual Fund Performance

ADNAX performance across multiple time periods: 1-month -0.95%, YTD 4.69%, 1-year 16.62%, 3-year 22.85%, 5-year -8.15%.

ADNAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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