MADFX Mutual Fund

MADFX Mutual Fund

NAV$41.01
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Returns Overview

1 Month
+7.21%
3 Months
+3.52%
6 Months
+7.57%
YTD
+16.84%
1 Year
+21.56%
3 Years (annualized)
+21.59%
5 Years (annualized)
+11.16%
10 Years (annualized)
+11.32%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.84%
Peer Avg (YTD)
+12.44%
vs Peers
+4.41%

MADFX Mutual Fund Performance

MADFX performance across multiple time periods: 1-month 7.21%, YTD 16.84%, 1-year 21.56%, 3-year 21.59%, 5-year 11.16%, 10-year 11.32%.

MADFX returns outperform the peer average of 12.44% 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.