MDFIX Mutual Fund

NAV$10.08
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.41%
3 Months
+2.42%
6 Months
+0.97%
YTD
+0.97%
1 Year
+5.98%
3 Years (annualized)
+9.06%
5 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+3.23%
vs Peers
-2.26%

MDFIX Mutual Fund Performance

MDFIX performance across multiple time periods: 1-month 0.41%, YTD 0.97%, 1-year 5.98%, 3-year 9.06%, 5-year 2.01%.

MDFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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