MDPIX Mutual Fund

MDPIX Mutual Fund

NAV$142.68
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Returns Overview

1 Month
-0.02%
3 Months
+0.71%
6 Months
+4.76%
YTD
+13.10%
1 Year
+14.65%
3 Years (annualized)
+11.90%
5 Years (annualized)
+5.95%
10 Years (annualized)
+8.67%

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)
+13.10%
Peer Avg (YTD)
+9.89%
vs Peers
+3.21%

MDPIX Mutual Fund Performance

MDPIX performance across multiple time periods: 1-month -0.02%, YTD 13.10%, 1-year 14.65%, 3-year 11.90%, 5-year 5.95%, 10-year 8.67%.

MDPIX returns outperform the peer average of 9.89% 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.