MDHAX Mutual Fund

MDHAX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.68%
3 Months
+0.77%
6 Months
+1.98%
YTD
+2.53%
1 Year
+4.22%
3 Years (annualized)
+6.37%
5 Years (annualized)
+4.47%
10 Years (annualized)
+4.45%

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)
+2.53%
Peer Avg (YTD)
+2.15%
vs Peers
+0.38%

MDHAX Mutual Fund Performance

MDHAX performance across multiple time periods: 1-month 0.68%, YTD 2.53%, 1-year 4.22%, 3-year 6.37%, 5-year 4.47%, 10-year 4.45%.

MDHAX returns outperform the peer average of 2.15% 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.