MDRFX Mutual Fund

NAV$24.22

Returns Overview

1 Month
+3.61%
3 Months
+15.35%
6 Months
+13.16%
YTD
+12.15%
1 Year
+22.37%
3 Years (annualized)
+12.81%
5 Years (annualized)
+8.87%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDRFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+10.82%
vs Peers
+1.33%

MDRFX Mutual Fund Performance

MDRFX performance across multiple time periods: 1-month 3.61%, YTD 12.15%, 1-year 22.37%, 3-year 12.81%, 5-year 8.87%, 10-year 13.00%.

MDRFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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