MDRFX Mutual Fund

MDRFX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
-5.30%
3 Months
-2.72%
6 Months
+12.21%
YTD
+9.10%
1 Year
+12.80%
3 Years (annualized)
+15.07%
5 Years (annualized)
+9.69%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDRFX 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
PROUpgrade to run
🏦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 Index(^RUI)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+6.73%
vs Peers
+2.37%

MDRFX Mutual Fund Performance

MDRFX performance across multiple time periods: 1-month -5.30%, YTD 9.10%, 1-year 12.80%, 3-year 15.07%, 5-year 9.69%, 10-year 10.92%.

MDRFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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