MDFSX Mutual Fund

MDFSX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+3.16%
3 Months
+5.32%
6 Months
+10.47%
YTD
+16.75%
1 Year
+29.13%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFSX 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 Value Index(RLV)
This Mutual Fund (YTD)
+16.75%
Peer Avg (YTD)
+11.41%
vs Peers
+5.34%

MDFSX Mutual Fund Performance

MDFSX performance across multiple time periods: 1-month 3.16%, YTD 16.75%, 1-year 29.13%, 3-year 14.87%, 5-year 9.84%, 10-year 11.08%.

MDFSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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