MDMIX Mutual Fund

MDMIX Mutual Fund

NAV$27.54
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Returns Overview

1 Month
+4.08%
3 Months
+2.99%
6 Months
+5.55%
YTD
+11.24%
1 Year
+15.88%
3 Years (annualized)
+9.00%
5 Years (annualized)
+5.36%
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
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📉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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+11.41%
vs Peers
-0.18%

MDMIX Mutual Fund Performance

MDMIX performance across multiple time periods: 1-month 4.08%, YTD 11.24%, 1-year 15.88%, 3-year 9.00%, 5-year 5.36%, 10-year 9.76%.

MDMIX returns trail the peer average of 11.41% 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.