MDSIX Mutual Fund

MDSIX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.27%
3 Months
+1.01%
6 Months
+1.79%
YTD
+1.89%
1 Year
+5.49%
3 Years (annualized)
+6.68%
5 Years (annualized)
+2.66%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSIX 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
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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)
+1.89%
Peer Avg (YTD)
+1.70%
vs Peers
+0.19%

MDSIX Mutual Fund Performance

MDSIX performance across multiple time periods: 1-month -0.27%, YTD 1.89%, 1-year 5.49%, 3-year 6.68%, 5-year 2.66%, 10-year 2.20%.

MDSIX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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