MIDRX Mutual Fund

MIDRX Mutual Fund

NAV$33.23
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Returns Overview

1 Month
-4.48%
3 Months
+0.30%
6 Months
+8.62%
YTD
+5.93%
1 Year
+5.40%
3 Years (annualized)
+10.07%
5 Years (annualized)
+2.12%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDRX 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)
+5.93%
Peer Avg (YTD)
+7.86%
vs Peers
-1.93%

MIDRX Mutual Fund Performance

MIDRX performance across multiple time periods: 1-month -4.48%, YTD 5.93%, 1-year 5.40%, 3-year 10.07%, 5-year 2.12%, 10-year 6.55%.

MIDRX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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