MADVX Mutual Fund

MADVX Mutual Fund

NAV$22.30
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Returns Overview

1 Month
+3.53%
3 Months
+8.80%
6 Months
+12.39%
YTD
+15.38%
1 Year
+27.86%
3 Years (annualized)
+17.06%
5 Years (annualized)
+11.79%
10 Years (annualized)
+12.15%

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
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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)
+15.38%
Peer Avg (YTD)
+11.41%
vs Peers
+3.97%

MADVX Mutual Fund Performance

MADVX performance across multiple time periods: 1-month 3.53%, YTD 15.38%, 1-year 27.86%, 3-year 17.06%, 5-year 11.79%, 10-year 12.15%.

MADVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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