MDLRX Mutual Fund

MDLRX Mutual Fund

NAV$25.68
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Returns Overview

1 Month
+3.18%
3 Months
+4.82%
6 Months
+16.22%
YTD
+17.61%
1 Year
+27.66%
3 Years (annualized)
+23.79%
5 Years (annualized)
+13.29%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDLRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.61%
Peer Avg (YTD)
+11.21%
vs Peers
+6.40%

MDLRX Mutual Fund Performance

MDLRX performance across multiple time periods: 1-month 3.18%, YTD 17.61%, 1-year 27.66%, 3-year 23.79%, 5-year 13.29%, 10-year 15.73%.

MDLRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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