AMADX Mutual Fund

NAV$45.08

Returns Overview

1 Month
+2.07%
3 Months
+13.13%
6 Months
+13.38%
YTD
+12.58%
1 Year
+26.74%
3 Years (annualized)
+16.16%
5 Years (annualized)
+7.99%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMADX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+9.49%
vs Peers
+3.09%

AMADX Mutual Fund Performance

AMADX performance across multiple time periods: 1-month 2.07%, YTD 12.58%, 1-year 26.74%, 3-year 16.16%, 5-year 7.99%, 10-year 11.02%.

AMADX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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