MADAX Mutual Fund

MADAX Mutual Fund

NAV$26.85
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Returns Overview

1 Month
-4.57%
3 Months
+0.50%
6 Months
+2.15%
YTD
+7.21%
1 Year
+7.67%
3 Years (annualized)
+9.95%
5 Years (annualized)
+5.61%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MADAX 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
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🏦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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+10.00%
vs Peers
-2.78%

MADAX Mutual Fund Performance

MADAX performance across multiple time periods: 1-month -4.57%, YTD 7.21%, 1-year 7.67%, 3-year 9.95%, 5-year 5.61%, 10-year 9.42%.

MADAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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