MDFOX Mutual Fund

MDFOX Mutual Fund

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Returns Overview

1 Month
+1.92%
3 Months
+2.12%
6 Months
+26.16%
YTD
+14.33%
1 Year
+13.38%
3 Years (annualized)
+21.54%
5 Years (annualized)
+8.98%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFOX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.33%
Peer Avg (YTD)
+8.68%
vs Peers
+5.65%

MDFOX Mutual Fund Performance

MDFOX performance across multiple time periods: 1-month 1.92%, YTD 14.33%, 1-year 13.38%, 3-year 21.54%, 5-year 8.98%, 10-year 16.56%.

MDFOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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