MDLMX Mutual Fund

MDLMX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+2.18%
3 Months
+0.17%
6 Months
+0.29%
YTD
+0.79%
1 Year
+1.26%
3 Years (annualized)
+3.99%
5 Years (annualized)
+2.03%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDLMX 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
Bloomberg Municipal 1-5 Year Index
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
-0.87%
vs Peers
+1.65%

MDLMX Mutual Fund Performance

MDLMX performance across multiple time periods: 1-month 2.18%, YTD 0.79%, 1-year 1.26%, 3-year 3.99%, 5-year 2.03%, 10-year 1.50%.

MDLMX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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