MODRX Mutual Fund

MODRX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
-2.64%
3 Months
-1.00%
6 Months
+5.60%
YTD
+6.06%
1 Year
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MODRX 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 ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+6.10%
vs Peers
-0.04%

MODRX Mutual Fund Performance

MODRX performance across multiple time periods: 1-month -2.64%, YTD 6.06%, 1-year 8.89%.

MODRX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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