MDDLX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+1.50%
3 Months
+8.48%
6 Months
+11.67%
YTD
+10.63%
1 Year
+23.68%
3 Years (annualized)
+17.97%
5 Years (annualized)
+11.72%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+9.49%
vs Peers
+1.14%

MDDLX Mutual Fund Performance

MDDLX performance across multiple time periods: 1-month 1.50%, YTD 10.63%, 1-year 23.68%, 3-year 17.97%, 5-year 11.72%, 10-year 8.89%.

MDDLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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