MDFIX Mutual Fund

MDFIX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-3.58%
3 Months
-3.36%
6 Months
-1.02%
YTD
-2.43%
1 Year
-1.74%
3 Years (annualized)
+8.82%
5 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFIX 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
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
-2.43%
Peer Avg (YTD)
+0.50%
vs Peers
-2.93%

MDFIX Mutual Fund Performance

MDFIX performance across multiple time periods: 1-month -3.58%, YTD -2.43%, 1-year -1.74%, 3-year 8.82%, 5-year 1.95%.

MDFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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