MIDKX Mutual Fund

MIDKX Mutual Fund

NAV$27.15
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Returns Overview

1 Month
-3.88%
3 Months
-6.14%
6 Months
+7.04%
YTD
+7.98%
1 Year
+11.02%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.47%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDKX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+6.73%
vs Peers
+1.25%

MIDKX Mutual Fund Performance

MIDKX performance across multiple time periods: 1-month -3.88%, YTD 7.98%, 1-year 11.02%, 3-year 12.74%, 5-year 5.47%, 10-year 9.03%.

MIDKX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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