MDPSX Mutual Fund

MDPSX Mutual Fund

NAV$110.25
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Returns Overview

1 Month
-4.43%
3 Months
-7.05%
6 Months
+5.58%
YTD
+5.97%
1 Year
+8.29%
3 Years (annualized)
+10.79%
5 Years (annualized)
+5.46%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPSX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+6.73%
vs Peers
-0.76%

MDPSX Mutual Fund Performance

MDPSX performance across multiple time periods: 1-month -4.43%, YTD 5.97%, 1-year 8.29%, 3-year 10.79%, 5-year 5.46%, 10-year 9.77%.

MDPSX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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