MDAVX Mutual Fund

MDAVX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
+1.71%
3 Months
+2.17%
6 Months
+4.88%
YTD
+6.41%
1 Year
+14.11%
3 Years (annualized)
+11.02%
5 Years (annualized)
+5.83%

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
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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 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 1.71%, YTD 6.41%, 1-year 14.11%, 3-year 11.02%, 5-year 5.83%.

MDAVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.98%, 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.