MDHCX Mutual Fund

MDHCX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.51%
3 Months
+0.57%
6 Months
+1.59%
YTD
+2.01%
1 Year
+3.32%
3 Years (annualized)
+5.51%
5 Years (annualized)
+3.62%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHCX 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)
+2.01%
Peer Avg (YTD)
+2.15%
vs Peers
-0.14%

MDHCX Mutual Fund Performance

MDHCX performance across multiple time periods: 1-month 0.51%, YTD 2.01%, 1-year 3.32%, 3-year 5.51%, 5-year 3.62%, 10-year 3.60%.

MDHCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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