MDLMX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+0.48%
3 Months
+1.44%
6 Months
+1.35%
YTD
+1.35%
1 Year
+4.25%
3 Years (annualized)
+4.06%
5 Years (annualized)
+2.05%
10 Years (annualized)
+1.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal 1-5 Year Index
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+1.79%
vs Peers
-0.43%

MDLMX Mutual Fund Performance

MDLMX performance across multiple time periods: 1-month 0.48%, YTD 1.35%, 1-year 4.25%, 3-year 4.06%, 5-year 2.05%, 10-year 1.49%.

MDLMX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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