MADRX Mutual Fund

MADRX Mutual Fund

NAV$27.38
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Returns Overview

1 Month
+4.12%
3 Months
+3.00%
6 Months
+5.59%
YTD
+11.31%
1 Year
+15.96%
3 Years (annualized)
+9.12%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MADRX 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
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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)
+11.31%
Peer Avg (YTD)
+11.41%
vs Peers
-0.10%

MADRX Mutual Fund Performance

MADRX performance across multiple time periods: 1-month 4.12%, YTD 11.31%, 1-year 15.96%, 3-year 9.12%, 5-year 6.23%, 10-year 9.79%.

MADRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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