MDEFX Mutual Fund

NAV$21.62

Returns Overview

1 Month
+6.10%
3 Months
+19.86%
6 Months
+11.77%
YTD
+9.58%
1 Year
+10.96%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.72%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDEFX 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
MSCI EMU Index(M7EM)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+6.25%
vs Peers
+3.33%

MDEFX Mutual Fund Performance

MDEFX performance across multiple time periods: 1-month 6.10%, YTD 9.58%, 1-year 10.96%, 3-year 13.34%, 5-year 6.72%, 10-year 8.44%.

MDEFX returns outperform the peer average of 6.25% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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