MDFOX Mutual Fund

MDFOX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
-9.41%
3 Months
-4.72%
6 Months
-1.26%
YTD
+3.57%
1 Year
+0.53%
3 Years (annualized)
+21.26%
5 Years (annualized)
+7.22%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFOX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+5.23%
vs Peers
-1.66%

MDFOX Mutual Fund Performance

MDFOX performance across multiple time periods: 1-month -9.41%, YTD 3.57%, 1-year 0.53%, 3-year 21.26%, 5-year 7.22%, 10-year 15.63%.

MDFOX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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