MDSIX Mutual Fund

MDSIX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-1.89%
3 Months
-1.70%
6 Months
+0.11%
YTD
+0.44%
1 Year
+2.23%
3 Years (annualized)
+6.75%
5 Years (annualized)
+2.79%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.64%
vs Peers
-0.20%

MDSIX Mutual Fund Performance

MDSIX performance across multiple time periods: 1-month -1.89%, YTD 0.44%, 1-year 2.23%, 3-year 6.75%, 5-year 2.79%, 10-year 2.20%.

MDSIX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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