MADAX Mutual Fund

NAV$25.92

Returns Overview

1 Month
+4.10%
3 Months
+10.01%
6 Months
+9.94%
YTD
+9.71%
1 Year
+13.00%
3 Years
+8.54%
5 Years
+7.72%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MADAX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+5.12%
vs Peers
+4.59%

MADAX Mutual Fund Performance

MADAX performance across multiple time periods: 1-month 4.10%, YTD 9.71%, 1-year 13.00%, 3-year 8.54%, 5-year 7.72%.

MADAX returns outperform the peer average of 5.12% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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