MADFX Mutual Fund

MADFX Mutual Fund

NAV$38.37
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Returns Overview

1 Month
+3.37%
3 Months
+3.91%
6 Months
+7.37%
YTD
+12.87%
1 Year
+20.84%
3 Years (annualized)
+16.26%
5 Years (annualized)
+11.21%

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)
+12.87%
Peer Avg (YTD)
+11.41%
vs Peers
+1.46%

MADFX Mutual Fund Performance

MADFX performance across multiple time periods: 1-month 3.37%, YTD 12.87%, 1-year 20.84%, 3-year 16.26%, 5-year 11.21%.

MADFX returns outperform the peer average of 11.41% 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.