MIDJX Mutual Fund

MIDJX Mutual Fund

NAV$34.64
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Returns Overview

1 Month
-4.47%
3 Months
+0.44%
6 Months
+8.89%
YTD
+6.30%
1 Year
+5.93%
3 Years (annualized)
+10.65%
5 Years (annualized)
+2.65%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDJX 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)
+6.30%
Peer Avg (YTD)
+7.86%
vs Peers
-1.57%

MIDJX Mutual Fund Performance

MIDJX performance across multiple time periods: 1-month -4.47%, YTD 6.30%, 1-year 5.93%, 3-year 10.65%, 5-year 2.65%, 10-year 6.70%.

MIDJX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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