MADAX Mutual Fund

NAV$27.25
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Returns Overview

1 Month
-0.12%
3 Months
+1.64%
6 Months
+7.47%
YTD
+6.68%
1 Year
+11.28%
3 Years (annualized)
+7.40%
5 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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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

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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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+9.49%
vs Peers
-2.81%

MADAX Mutual Fund Performance

MADAX performance across multiple time periods: 1-month -0.12%, YTD 6.68%, 1-year 11.28%, 3-year 7.40%, 5-year 4.58%.

MADAX returns trail the peer average of 9.49% 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.