MDSPX Mutual Fund

MDSPX Mutual Fund

NAV$35.23
See how much of MDSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
+4.70%
6 Months
+15.84%
YTD
+20.92%
1 Year
+32.89%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.58%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSPX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+20.92%
Peer Avg (YTD)
+9.54%
vs Peers
+11.38%

MDSPX Mutual Fund Performance

MDSPX performance across multiple time periods: 1-month -2.75%, YTD 20.92%, 1-year 32.89%, 3-year 16.39%, 5-year 8.58%, 10-year 11.24%.

MDSPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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