MDPYX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+1.23%
3 Months
+3.24%
6 Months
+2.86%
YTD
+2.86%
1 Year
+8.41%
3 Years (annualized)
+4.15%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Custom Pennsylvania Index
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+1.79%
vs Peers
+1.07%

MDPYX Mutual Fund Performance

MDPYX performance across multiple time periods: 1-month 1.23%, YTD 2.86%, 1-year 8.41%, 3-year 4.15%, 5-year 0.63%, 10-year 1.40%.

MDPYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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