MDHVX Mutual Fund

MDHVX Mutual Fund

NAV$9.19
See how much of MDHVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.57%
3 Months
+0.76%
6 Months
+1.97%
YTD
+2.52%
1 Year
+4.09%
3 Years (annualized)
+6.33%
5 Years (annualized)
+4.41%
10 Years (annualized)
+4.38%

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
PROUpgrade to run

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)
+2.52%
Peer Avg (YTD)
+2.15%
vs Peers
+0.37%

MDHVX Mutual Fund Performance

MDHVX performance across multiple time periods: 1-month 0.57%, YTD 2.52%, 1-year 4.09%, 3-year 6.33%, 5-year 4.41%, 10-year 4.38%.

MDHVX returns outperform the peer average of 2.15% 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.