MDVNX Mutual Fund

MDVNX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+4.17%
3 Months
+8.09%
6 Months
+11.91%
YTD
+15.03%
1 Year
+27.15%
3 Years (annualized)
+17.42%
5 Years (annualized)
+12.16%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVNX 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
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🏦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)
+15.03%
Peer Avg (YTD)
+11.41%
vs Peers
+3.62%

MDVNX Mutual Fund Performance

MDVNX performance across multiple time periods: 1-month 4.17%, YTD 15.03%, 1-year 27.15%, 3-year 17.42%, 5-year 12.16%, 10-year 11.82%.

MDVNX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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