MDHIX Mutual Fund

MDHIX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+0.60%
3 Months
+0.83%
6 Months
+2.10%
YTD
+2.70%
1 Year
+4.36%
3 Years (annualized)
+6.58%
5 Years (annualized)
+4.72%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHIX 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
PROUpgrade to run
🏦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)
+2.70%
Peer Avg (YTD)
+2.15%
vs Peers
+0.54%

MDHIX Mutual Fund Performance

MDHIX performance across multiple time periods: 1-month 0.60%, YTD 2.70%, 1-year 4.36%, 3-year 6.58%, 5-year 4.72%, 10-year 4.70%.

MDHIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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