MADFX Mutual Fund

NAV$35.44

Returns Overview

1 Month
+1.19%
3 Months
+7.74%
6 Months
+9.86%
YTD
+6.39%
1 Year
+16.03%
3 Years
+14.75%
5 Years
+12.50%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MADFX 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)
+6.39%
Peer Avg (YTD)
+5.12%
vs Peers
+1.27%

MADFX Mutual Fund Performance

MADFX performance across multiple time periods: 1-month 1.19%, YTD 6.39%, 1-year 16.03%, 3-year 14.75%, 5-year 12.50%.

MADFX returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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