MAADX Mutual Fund

MAADX Mutual Fund

NAV$2.42
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Returns Overview

1 Month
+3.03%
3 Months
+2.15%
6 Months
+0.42%
YTD
+0.85%
1 Year
+7.76%
3 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAADX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+4.51%
vs Peers
-3.66%

MAADX Mutual Fund Performance

MAADX performance across multiple time periods: 1-month 3.03%, YTD 0.85%, 1-year 7.76%, 3-year 7.74%.

MAADX returns trail the peer average of 4.51% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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