MADVX Mutual Fund

NAV$22.72

Returns Overview

1 Month
+3.14%
3 Months
+13.83%
6 Months
+12.41%
YTD
+11.45%
1 Year
+23.90%
3 Years (annualized)
+15.69%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MADVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+9.49%
vs Peers
+1.96%

MADVX Mutual Fund Performance

MADVX performance across multiple time periods: 1-month 3.14%, YTD 11.45%, 1-year 23.90%, 3-year 15.69%, 5-year 10.40%, 10-year 11.76%.

MADVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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