MDAVX Mutual Fund

MDAVX Mutual Fund

NAV$14.91
See how much of MDAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.02%
3 Months
+2.17%
6 Months
+4.88%
YTD
+6.41%
1 Year
+14.11%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDAVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+5.54%
vs Peers
+0.87%

MDAVX Mutual Fund Performance

MDAVX performance across multiple time periods: 1-month -1.02%, YTD 6.41%, 1-year 14.11%, 3-year 11.01%, 5-year 5.82%.

MDAVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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