ADNIX Mutual Fund

NAV$20.14

Returns Overview

1 Month
-6.50%
3 Months
-5.27%
6 Months
-8.87%
YTD
-6.85%
1 Year
+17.04%
3 Years (annualized)
+23.26%
5 Years (annualized)
-6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNIX 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)
-6.85%
Peer Avg (YTD)
+10.82%
vs Peers
-17.66%

ADNIX Mutual Fund Performance

ADNIX performance across multiple time periods: 1-month -6.50%, YTD -6.85%, 1-year 17.04%, 3-year 23.26%, 5-year -6.28%.

ADNIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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