MADFX Mutual Fund

NAV$40.04

Returns Overview

1 Month
-0.19%
3 Months
+8.47%
6 Months
+9.88%
YTD
+9.19%
1 Year
+17.76%
3 Years (annualized)
+17.24%
5 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+9.49%
vs Peers
-0.30%

MADFX Mutual Fund Performance

MADFX performance across multiple time periods: 1-month -0.19%, YTD 9.19%, 1-year 17.76%, 3-year 17.24%, 5-year 10.64%.

MADFX returns trail the peer average of 9.49% 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.