MADRX Mutual Fund

NAV$25.56

Returns Overview

1 Month
+4.14%
3 Months
+10.12%
6 Months
+10.21%
YTD
+9.78%
1 Year
+13.48%
3 Years
+9.04%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MADRX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+5.12%
vs Peers
+4.67%

MADRX Mutual Fund Performance

MADRX performance across multiple time periods: 1-month 4.14%, YTD 9.78%, 1-year 13.48%, 3-year 9.04%.

MADRX returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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