MADAX Mutual Fund

MADAX Mutual Fund

NAV$27.34
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Returns Overview

1 Month
+4.08%
3 Months
+2.90%
6 Months
+5.36%
YTD
+11.03%
1 Year
+15.47%
3 Years (annualized)
+8.63%
5 Years (annualized)
+5.78%
10 Years (annualized)
+9.42%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+11.03%
Peer Avg (YTD)
+11.41%
vs Peers
-0.38%

MADAX Mutual Fund Performance

MADAX performance across multiple time periods: 1-month 4.08%, YTD 11.03%, 1-year 15.47%, 3-year 8.63%, 5-year 5.78%, 10-year 9.42%.

MADAX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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