MFADX Mutual Fund

MFADX Mutual Fund

NAV$29.52
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Returns Overview

1 Month
+0.90%
3 Months
+0.87%
6 Months
+13.33%
YTD
+9.41%
1 Year
+12.01%
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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+5.40%
vs Peers
+4.01%

MFADX Mutual Fund Performance

MFADX performance across multiple time periods: 1-month 0.90%, YTD 9.41%, 1-year 12.01%, 3-year 10.44%, 5-year 7.19%, 10-year 7.65%.

MFADX returns outperform the peer average of 5.40% 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.