MRDVX Mutual Fund

MRDVX Mutual Fund

NAV$22.81
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Returns Overview

1 Month
-3.30%
3 Months
+0.67%
6 Months
+14.47%
YTD
+11.94%
1 Year
+18.50%
3 Years (annualized)
+18.06%
5 Years (annualized)
+11.05%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRDVX 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)
+11.94%
Peer Avg (YTD)
+10.00%
vs Peers
+1.94%

MRDVX Mutual Fund Performance

MRDVX performance across multiple time periods: 1-month -3.30%, YTD 11.94%, 1-year 18.50%, 3-year 18.06%, 5-year 11.05%, 10-year 11.53%.

MRDVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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