MDSAX Mutual Fund

MDSAX Mutual Fund

NAV$8.98
See how much of MDSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
+0.95%
6 Months
+1.67%
YTD
+1.75%
1 Year
+5.23%
3 Years (annualized)
+6.41%
5 Years (annualized)
+2.42%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+1.70%
vs Peers
+0.04%

MDSAX Mutual Fund Performance

MDSAX performance across multiple time periods: 1-month -0.29%, YTD 1.75%, 1-year 5.23%, 3-year 6.41%, 5-year 2.42%, 10-year 1.94%.

MDSAX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

MDSAX vs another fund shows side-by-side returns. MDSAX alternatives are available in the Mutual Fund Screener.