MDHAX Mutual Fund

MDHAX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-0.17%
3 Months
+0.67%
6 Months
+1.50%
YTD
+1.84%
1 Year
+4.26%
3 Years (annualized)
+6.22%
5 Years (annualized)
+4.39%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHAX 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
ICE BofA High Yield US Corporates, Cash Pay, BB Rated, 1-5 Year Index
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+0.12%
vs Peers
+1.72%

MDHAX Mutual Fund Performance

MDHAX performance across multiple time periods: 1-month -0.17%, YTD 1.84%, 1-year 4.26%, 3-year 6.22%, 5-year 4.39%, 10-year 4.50%.

MDHAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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