MDHIX Mutual Fund

MDHIX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.63%
3 Months
-0.23%
6 Months
+0.50%
YTD
+1.85%
1 Year
+2.89%
3 Years (annualized)
+6.43%
5 Years (annualized)
+4.46%
10 Years (annualized)
+4.50%

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)
+1.85%
Peer Avg (YTD)
+1.93%
vs Peers
-0.08%

MDHIX Mutual Fund Performance

MDHIX performance across multiple time periods: 1-month 0.63%, YTD 1.85%, 1-year 2.89%, 3-year 6.43%, 5-year 4.46%, 10-year 4.50%.

MDHIX returns trail the peer average of 1.93% 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.