MDVNX Mutual Fund

MDVNX Mutual Fund

NAV$9.35
See how much of MDVNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.53%
3 Months
+8.35%
6 Months
+11.45%
YTD
+18.95%
1 Year
+25.14%
3 Years (annualized)
+19.60%
5 Years (annualized)
+12.20%
10 Years (annualized)
+12.00%

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
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 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.95%
Peer Avg (YTD)
+12.44%
vs Peers
+6.51%

MDVNX Mutual Fund Performance

MDVNX performance across multiple time periods: 1-month 2.53%, YTD 18.95%, 1-year 25.14%, 3-year 19.60%, 5-year 12.20%, 10-year 12.00%.

MDVNX returns outperform the peer average of 12.44% 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.