MDDVX Mutual Fund

NAV$22.66

Returns Overview

1 Month
+3.11%
3 Months
+13.81%
6 Months
+12.27%
YTD
+11.36%
1 Year
+23.67%
3 Years (annualized)
+15.43%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDVX 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&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+9.49%
vs Peers
+1.87%

MDDVX Mutual Fund Performance

MDDVX performance across multiple time periods: 1-month 3.11%, YTD 11.36%, 1-year 23.67%, 3-year 15.43%, 5-year 10.14%, 10-year 11.49%.

MDDVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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