MFADX Mutual Fund

NAV$29.15

Returns Overview

1 Month
+1.48%
3 Months
+12.36%
6 Months
+8.80%
YTD
+8.47%
1 Year
+18.44%
3 Years (annualized)
+10.85%
5 Years (annualized)
+7.21%
10 Years (annualized)
+8.05%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+3.47%
vs Peers
+4.99%

MFADX Mutual Fund Performance

MFADX performance across multiple time periods: 1-month 1.48%, YTD 8.47%, 1-year 18.44%, 3-year 10.85%, 5-year 7.21%, 10-year 8.05%.

MFADX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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