MDHVX Mutual Fund

MDHVX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-0.17%
3 Months
+0.67%
6 Months
+1.60%
YTD
+1.94%
1 Year
+4.23%
3 Years (annualized)
+6.21%
5 Years (annualized)
+4.35%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHVX 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)
+1.94%
Peer Avg (YTD)
+0.12%
vs Peers
+1.82%

MDHVX Mutual Fund Performance

MDHVX performance across multiple time periods: 1-month -0.17%, YTD 1.94%, 1-year 4.23%, 3-year 6.21%, 5-year 4.35%, 10-year 4.45%.

MDHVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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