MADSX Mutual Fund

NAV$26.70

Returns Overview

1 Month
-1.64%
3 Months
+11.05%
6 Months
-3.23%
YTD
-2.06%
1 Year
-4.97%
3 Years (annualized)
+19.33%
5 Years (annualized)
+5.65%
10 Years (annualized)
+16.67%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.06%
Peer Avg (YTD)
+16.06%
vs Peers
-18.13%

MADSX Mutual Fund Performance

MADSX performance across multiple time periods: 1-month -1.64%, YTD -2.06%, 1-year -4.97%, 3-year 19.33%, 5-year 5.65%, 10-year 16.67%.

MADSX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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