MDMIX Mutual Fund

NAV$27.11

Returns Overview

1 Month
-0.07%
3 Months
+1.77%
6 Months
+7.66%
YTD
+6.87%
1 Year
+11.68%
3 Years (annualized)
+7.78%
5 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDMIX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+9.49%
vs Peers
-2.62%

MDMIX Mutual Fund Performance

MDMIX performance across multiple time periods: 1-month -0.07%, YTD 6.87%, 1-year 11.68%, 3-year 7.78%, 5-year 4.94%.

MDMIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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