ADOIX Mutual Fund

ADOIX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
-4.38%
3 Months
+1.70%
6 Months
+0.64%
YTD
+8.03%
1 Year
+3.66%
3 Years (annualized)
+15.76%
5 Years (annualized)
+4.88%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADOIX 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
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🏦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
Wilshire Liquid Alternative Global Macro Index
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+5.49%
vs Peers
+2.54%

ADOIX Mutual Fund Performance

ADOIX performance across multiple time periods: 1-month -4.38%, YTD 8.03%, 1-year 3.66%, 3-year 15.76%, 5-year 4.88%, 10-year 7.03%.

ADOIX returns outperform the peer average of 5.49% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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