MDSAX Mutual Fund

MDSAX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.11%
3 Months
+0.46%
6 Months
+0.86%
YTD
+1.86%
1 Year
+4.34%
3 Years (annualized)
+6.45%
5 Years (annualized)
+2.52%
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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+1.88%
vs Peers
-0.02%

MDSAX Mutual Fund Performance

MDSAX performance across multiple time periods: 1-month 0.11%, YTD 1.86%, 1-year 4.34%, 3-year 6.45%, 5-year 2.52%, 10-year 1.94%.

MDSAX returns trail the peer average of 1.88% 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.