MDVAX Mutual Fund

MDVAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-1.70%
3 Months
-1.43%
6 Months
+1.31%
YTD
+1.69%
1 Year
+2.56%
3 Years (annualized)
+6.88%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVAX 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)
+1.69%
Peer Avg (YTD)
+0.50%
vs Peers
+1.19%

MDVAX Mutual Fund Performance

MDVAX performance across multiple time periods: 1-month -1.70%, YTD 1.69%, 1-year 2.56%, 3-year 6.88%, 5-year 0.04%, 10-year 1.97%.

MDVAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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