MFADX Mutual Fund

MFADX Mutual Fund

NAV$28.55
See how much of MFADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+2.70%
6 Months
+6.06%
YTD
+7.34%
1 Year
+14.52%
3 Years (annualized)
+9.31%
5 Years (annualized)
+6.95%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFADX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+2.39%
vs Peers
+4.95%

MFADX Mutual Fund Performance

MFADX performance across multiple time periods: 1-month -1.04%, YTD 7.34%, 1-year 14.52%, 3-year 9.31%, 5-year 6.95%, 10-year 7.55%.

MFADX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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