MIDSX Mutual Fund

MIDSX Mutual Fund

NAV$3.81
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Returns Overview

1 Month
-8.13%
3 Months
+19.63%
6 Months
-1.29%
YTD
+11.30%
1 Year
+30.61%
3 Years (annualized)
+57.49%
5 Years (annualized)
+26.12%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+7.76%
vs Peers
+3.55%

MIDSX Mutual Fund Performance

MIDSX performance across multiple time periods: 1-month -8.13%, YTD 11.30%, 1-year 30.61%, 3-year 57.49%, 5-year 26.12%, 10-year 12.22%.

MIDSX returns outperform the peer average of 7.76% YTD. With an expense ratio of 3.47%, investors should weigh costs against performance when evaluating this mutual fund.

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