MDCEX Mutual Fund

NAV$7.82

Returns Overview

1 Month
-1.07%
3 Months
+9.56%
6 Months
+6.54%
YTD
+6.12%
1 Year
+18.70%
3 Years (annualized)
+20.39%
5 Years (annualized)
+13.16%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDCEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S-Network Composite Closed-End Fund Total Return Index
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+5.87%
vs Peers
+0.26%

MDCEX Mutual Fund Performance

MDCEX performance across multiple time periods: 1-month -1.07%, YTD 6.12%, 1-year 18.70%, 3-year 20.39%, 5-year 13.16%, 10-year 11.81%.

MDCEX returns outperform the peer average of 5.87% YTD. With an expense ratio of 3.19%, investors should weigh costs against performance when evaluating this mutual fund.

MDCEX performance comparison shows side-by-side returns with another fund. MDCEX alternatives are available in the Mutual Fund Screener.