MIDFX Mutual Fund

MIDFX Mutual Fund

NAV$62.68
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Returns Overview

1 Month
-4.03%
3 Months
-9.02%
6 Months
+10.52%
YTD
+10.05%
1 Year
+8.75%
3 Years (annualized)
+27.99%
5 Years (annualized)
+10.28%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+6.72%
vs Peers
+3.33%

MIDFX Mutual Fund Performance

MIDFX performance across multiple time periods: 1-month -4.03%, YTD 10.05%, 1-year 8.75%, 3-year 27.99%, 5-year 10.28%, 10-year 16.15%.

MIDFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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