MADFX Mutual Fund

MADFX Mutual Fund

NAV$39.09
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Returns Overview

1 Month
-5.69%
3 Months
-0.19%
6 Months
+8.26%
YTD
+8.98%
1 Year
+12.69%
3 Years (annualized)
+18.64%
5 Years (annualized)
+11.26%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+10.00%
vs Peers
-1.02%

MADFX Mutual Fund Performance

MADFX performance across multiple time periods: 1-month -5.69%, YTD 8.98%, 1-year 12.69%, 3-year 18.64%, 5-year 11.26%.

MADFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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