MDDRX Mutual Fund

MDDRX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+4.16%
3 Months
+8.04%
6 Months
+12.09%
YTD
+16.17%
1 Year
+27.53%
3 Years (annualized)
+17.71%
5 Years (annualized)
+12.46%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.17%
Peer Avg (YTD)
+11.41%
vs Peers
+4.76%

MDDRX Mutual Fund Performance

MDDRX performance across multiple time periods: 1-month 4.16%, YTD 16.17%, 1-year 27.53%, 3-year 17.71%, 5-year 12.46%, 10-year 12.10%.

MDDRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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