MDCEX Mutual Fund

MDCEX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
-4.50%
3 Months
-2.12%
6 Months
-3.55%
YTD
+1.11%
1 Year
+3.12%
3 Years (annualized)
+20.49%
5 Years (annualized)
+11.51%
10 Years (annualized)
+11.04%

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
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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
Morningstar Global Allocation Index(^MSAAGA)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+5.30%
vs Peers
-4.19%

MDCEX Mutual Fund Performance

MDCEX performance across multiple time periods: 1-month -4.50%, YTD 1.11%, 1-year 3.12%, 3-year 20.49%, 5-year 11.51%, 10-year 11.04%.

MDCEX returns trail the peer average of 5.30% YTD. With an expense ratio of 3.20%, investors should weigh costs against performance when evaluating this mutual fund.

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