MDSKX Mutual Fund

MDSKX Mutual Fund

NAV$30.90
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Returns Overview

1 Month
-3.05%
3 Months
+4.85%
6 Months
+12.56%
YTD
+18.54%
1 Year
+33.68%
3 Years (annualized)
+14.69%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+15.31%
vs Peers
+3.23%

MDSKX Mutual Fund Performance

MDSKX performance across multiple time periods: 1-month -3.05%, YTD 18.54%, 1-year 33.68%, 3-year 14.69%, 5-year 6.80%, 10-year 10.32%.

MDSKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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