MDOBX Mutual Fund

MDOBX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
-3.39%
3 Months
+8.98%
6 Months
+8.46%
YTD
+11.21%
1 Year
+8.56%
3 Years (annualized)
+9.37%
5 Years (annualized)
-1.59%

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
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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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+17.66%
vs Peers
-6.45%

MDOBX Mutual Fund Performance

MDOBX performance across multiple time periods: 1-month -3.39%, YTD 11.21%, 1-year 8.56%, 3-year 9.37%, 5-year -1.59%.

MDOBX returns trail the peer average of 17.66% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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