MDPSX Mutual Fund

NAV$115.84

Returns Overview

1 Month
+3.28%
3 Months
+13.58%
6 Months
+15.51%
YTD
+14.00%
1 Year
+22.46%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.43%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPSX 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)
+14.00%
Peer Avg (YTD)
+10.82%
vs Peers
+3.19%

MDPSX Mutual Fund Performance

MDPSX performance across multiple time periods: 1-month 3.28%, YTD 14.00%, 1-year 22.46%, 3-year 12.03%, 5-year 6.43%, 10-year 10.53%.

MDPSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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