MIDBX Mutual Fund

MIDBX Mutual Fund

NAV$33.35
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Returns Overview

1 Month
-4.52%
3 Months
+0.18%
6 Months
+8.33%
YTD
+5.54%
1 Year
+4.87%
3 Years (annualized)
+10.38%
5 Years (annualized)
+2.10%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDBX 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
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+7.86%
vs Peers
-2.33%

MIDBX Mutual Fund Performance

MIDBX performance across multiple time periods: 1-month -4.52%, YTD 5.54%, 1-year 4.87%, 3-year 10.38%, 5-year 2.10%, 10-year 5.88%.

MIDBX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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