MDLRX Mutual Fund

NAV$25.27

Returns Overview

1 Month
+0.43%
3 Months
+17.03%
6 Months
+12.99%
YTD
+12.69%
1 Year
+28.59%
3 Years (annualized)
+22.61%
5 Years (annualized)
+13.42%
10 Years (annualized)
+15.72%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+9.51%
vs Peers
+3.18%

MDLRX Mutual Fund Performance

MDLRX performance across multiple time periods: 1-month 0.43%, YTD 12.69%, 1-year 28.59%, 3-year 22.61%, 5-year 13.42%, 10-year 15.72%.

MDLRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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