MDDVX Mutual Fund

MDDVX Mutual Fund

NAV$22.15
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Returns Overview

1 Month
+3.49%
3 Months
+8.75%
6 Months
+12.24%
YTD
+15.25%
1 Year
+27.58%
3 Years (annualized)
+16.79%
5 Years (annualized)
+11.52%
10 Years (annualized)
+11.88%

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
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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&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+11.41%
vs Peers
+3.84%

MDDVX Mutual Fund Performance

MDDVX performance across multiple time periods: 1-month 3.49%, YTD 15.25%, 1-year 27.58%, 3-year 16.79%, 5-year 11.52%, 10-year 11.88%.

MDDVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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