MDOBX Mutual Fund

NAV$11.38

Returns Overview

1 Month
+1.55%
3 Months
+28.09%
6 Months
+15.11%
YTD
+13.01%
1 Year
+9.45%
3 Years (annualized)
+12.92%
5 Years (annualized)
-3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDOBX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+23.08%
vs Peers
-10.06%

MDOBX Mutual Fund Performance

MDOBX performance across multiple time periods: 1-month 1.55%, YTD 13.01%, 1-year 9.45%, 3-year 12.92%, 5-year -3.73%.

MDOBX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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