MDLOX Mutual Fund

MDLOX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-1.60%
3 Months
+2.24%
6 Months
+3.47%
YTD
+5.77%
1 Year
+15.36%
3 Years (annualized)
+12.60%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDLOX 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+5.54%
vs Peers
+0.23%

MDLOX Mutual Fund Performance

MDLOX performance across multiple time periods: 1-month -1.60%, YTD 5.77%, 1-year 15.36%, 3-year 12.60%, 5-year 5.48%, 10-year 7.56%.

MDLOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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