MFADX Mutual Fund

MFADX Mutual Fund

NAV$29.69
See how much of MFADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.02%
3 Months
+1.44%
6 Months
+8.11%
YTD
+8.43%
1 Year
+13.86%
3 Years (annualized)
+10.44%
5 Years (annualized)
+7.19%
10 Years (annualized)
+7.65%

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)
+8.43%
Peer Avg (YTD)
+4.75%
vs Peers
+3.68%

MFADX Mutual Fund Performance

MFADX performance across multiple time periods: 1-month 1.02%, YTD 8.43%, 1-year 13.86%, 3-year 10.44%, 5-year 7.19%, 10-year 7.65%.

MFADX returns outperform the peer average of 4.75% 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.