MDDLX Mutual Fund

MDDLX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-4.25%
3 Months
+2.32%
6 Months
+11.00%
YTD
+13.20%
1 Year
+18.53%
3 Years (annualized)
+20.07%
5 Years (annualized)
+12.64%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+10.00%
vs Peers
+3.20%

MDDLX Mutual Fund Performance

MDDLX performance across multiple time periods: 1-month -4.25%, YTD 13.20%, 1-year 18.53%, 3-year 20.07%, 5-year 12.64%, 10-year 9.18%.

MDDLX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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