MDSPX Mutual Fund

NAV$35.21

Returns Overview

1 Month
+3.51%
3 Months
+21.00%
6 Months
+24.34%
YTD
+22.69%
1 Year
+38.07%
3 Years (annualized)
+19.21%
5 Years (annualized)
+9.11%
10 Years (annualized)
+12.08%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.69%
Peer Avg (YTD)
+10.82%
vs Peers
+11.87%

MDSPX Mutual Fund Performance

MDSPX performance across multiple time periods: 1-month 3.51%, YTD 22.69%, 1-year 38.07%, 3-year 19.21%, 5-year 9.11%, 10-year 12.08%.

MDSPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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