MDVSX Mutual Fund

MDVSX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+2.59%
3 Months
+8.53%
6 Months
+11.71%
YTD
+18.38%
1 Year
+25.86%
3 Years (annualized)
+20.30%
5 Years (annualized)
+12.86%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVSX 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)
+18.38%
Peer Avg (YTD)
+12.44%
vs Peers
+5.94%

MDVSX Mutual Fund Performance

MDVSX performance across multiple time periods: 1-month 2.59%, YTD 18.38%, 1-year 25.86%, 3-year 20.30%, 5-year 12.86%, 10-year 9.38%.

MDVSX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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