MADSX Mutual Fund

MADSX Mutual Fund

NAV$27.72
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Returns Overview

1 Month
-5.37%
3 Months
-0.04%
6 Months
-0.80%
YTD
-8.43%
1 Year
-11.84%
3 Years (annualized)
+14.68%
5 Years (annualized)
-2.73%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MADSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.43%
Peer Avg (YTD)
+11.56%
vs Peers
-19.99%

MADSX Mutual Fund Performance

MADSX performance across multiple time periods: 1-month -5.37%, YTD -8.43%, 1-year -11.84%, 3-year 14.68%, 5-year -2.73%, 10-year 10.91%.

MADSX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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