MEDFX Mutual Fund

MEDFX Mutual Fund

NAV$12.20
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Returns Overview

1 Month
-3.22%
3 Months
-3.60%
6 Months
+0.50%
YTD
-0.74%
1 Year
+2.48%
3 Years (annualized)
+9.42%
5 Years (annualized)
+2.26%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDFX 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
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📉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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+0.32%
vs Peers
-1.06%

MEDFX Mutual Fund Performance

MEDFX performance across multiple time periods: 1-month -3.22%, YTD -0.74%, 1-year 2.48%, 3-year 9.42%, 5-year 2.26%, 10-year 3.34%.

MEDFX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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