MDVYX Mutual Fund

MDVYX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-4.23%
3 Months
+2.26%
6 Months
+10.97%
YTD
+13.21%
1 Year
+18.65%
3 Years (annualized)
+20.15%
5 Years (annualized)
+12.75%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVYX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.21%
Peer Avg (YTD)
+10.00%
vs Peers
+3.22%

MDVYX Mutual Fund Performance

MDVYX performance across multiple time periods: 1-month -4.23%, YTD 13.21%, 1-year 18.65%, 3-year 20.15%, 5-year 12.75%, 10-year 12.54%.

MDVYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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