MDPIX Mutual Fund

NAV$152.47

Returns Overview

1 Month
+3.37%
3 Months
+13.86%
6 Months
+16.08%
YTD
+14.55%
1 Year
+23.68%
3 Years (annualized)
+13.15%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.44%

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
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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.55%
Peer Avg (YTD)
+10.82%
vs Peers
+3.73%

MDPIX Mutual Fund Performance

MDPIX performance across multiple time periods: 1-month 3.37%, YTD 14.55%, 1-year 23.68%, 3-year 13.15%, 5-year 6.92%, 10-year 9.44%.

MDPIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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