MDPYX Mutual Fund

MDPYX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-5.14%
3 Months
-7.58%
6 Months
-4.59%
YTD
-4.94%
1 Year
-3.28%
3 Years (annualized)
+3.96%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPYX 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
Custom Pennsylvania Index
This Mutual Fund (YTD)
-4.94%
Peer Avg (YTD)
-3.82%
vs Peers
-1.12%

MDPYX Mutual Fund Performance

MDPYX performance across multiple time periods: 1-month -5.14%, YTD -4.94%, 1-year -3.28%, 3-year 3.96%, 5-year 0.03%, 10-year 1.17%.

MDPYX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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