MDCEX Mutual Fund

MDCEX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-2.09%
3 Months
-0.89%
6 Months
+0.72%
YTD
+3.90%
1 Year
+14.32%
3 Years (annualized)
+18.18%
5 Years (annualized)
+13.14%
10 Years (annualized)
+11.12%

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
S-Network Composite Closed-End Fund Total Return Index
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+5.54%
vs Peers
-1.64%

MDCEX Mutual Fund Performance

MDCEX performance across multiple time periods: 1-month -2.09%, YTD 3.90%, 1-year 14.32%, 3-year 18.18%, 5-year 13.14%, 10-year 11.12%.

MDCEX returns trail the peer average of 5.54% YTD. With an expense ratio of 3.19%, 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.