MDAVX Mutual Fund

MDAVX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-1.88%
3 Months
-1.22%
6 Months
+8.00%
YTD
+6.19%
1 Year
+8.94%
3 Years (annualized)
+12.34%
5 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDAVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+4.96%
vs Peers
+1.23%

MDAVX Mutual Fund Performance

MDAVX performance across multiple time periods: 1-month -1.88%, YTD 6.19%, 1-year 8.94%, 3-year 12.34%, 5-year 5.91%.

MDAVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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