MDSPX Mutual Fund

MDSPX Mutual Fund

NAV$33.77
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Returns Overview

1 Month
-3.88%
3 Months
-5.33%
6 Months
+14.55%
YTD
+16.15%
1 Year
+20.43%
3 Years (annualized)
+18.08%
5 Years (annualized)
+8.77%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.15%
Peer Avg (YTD)
+6.73%
vs Peers
+9.43%

MDSPX Mutual Fund Performance

MDSPX performance across multiple time periods: 1-month -3.88%, YTD 16.15%, 1-year 20.43%, 3-year 18.08%, 5-year 8.77%, 10-year 11.35%.

MDSPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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