MDMIX Mutual Fund

MDMIX Mutual Fund

NAV$26.27
See how much of MDMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
+5.29%
6 Months
+2.55%
YTD
+12.60%
1 Year
+12.99%
3 Years (annualized)
+8.98%
5 Years (annualized)
+5.20%
10 Years (annualized)
+9.76%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+12.44%
vs Peers
+0.16%

MDMIX Mutual Fund Performance

MDMIX performance across multiple time periods: 1-month 1.22%, YTD 12.60%, 1-year 12.99%, 3-year 8.98%, 5-year 5.20%, 10-year 9.76%.

MDMIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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