MDLRX Mutual Fund

MDLRX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
+1.16%
3 Months
+7.12%
6 Months
+12.25%
YTD
+13.99%
1 Year
+26.94%
3 Years (annualized)
+21.89%
5 Years (annualized)
+13.12%
10 Years (annualized)
+15.49%

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)
+13.99%
Peer Avg (YTD)
+9.41%
vs Peers
+4.58%

MDLRX Mutual Fund Performance

MDLRX performance across multiple time periods: 1-month 1.16%, YTD 13.99%, 1-year 26.94%, 3-year 21.89%, 5-year 13.12%, 10-year 15.49%.

MDLRX returns outperform the peer average of 9.41% 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.