MADSX Mutual Fund

MADSX Mutual Fund

NAV$28.20
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Returns Overview

1 Month
+7.98%
3 Months
+0.50%
6 Months
+10.22%
YTD
-1.12%
1 Year
-3.50%
3 Years (annualized)
+22.36%
5 Years (annualized)
-1.52%
10 Years (annualized)
+11.70%

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)
-1.12%
Peer Avg (YTD)
+14.35%
vs Peers
-15.47%

MADSX Mutual Fund Performance

MADSX performance across multiple time periods: 1-month 7.98%, YTD -1.12%, 1-year -3.50%, 3-year 22.36%, 5-year -1.52%, 10-year 11.70%.

MADSX returns trail the peer average of 14.35% 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.