MDPIX Mutual Fund

MDPIX Mutual Fund

NAV$144.30
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Returns Overview

1 Month
-2.55%
3 Months
+3.04%
6 Months
+8.91%
YTD
+13.12%
1 Year
+18.82%
3 Years (annualized)
+10.75%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPIX 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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+9.54%
vs Peers
+3.58%

MDPIX Mutual Fund Performance

MDPIX performance across multiple time periods: 1-month -2.55%, YTD 13.12%, 1-year 18.82%, 3-year 10.75%, 5-year 6.33%, 10-year 8.72%.

MDPIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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