MDVWX Mutual Fund

MDVWX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+3.06%
3 Months
+7.96%
6 Months
+9.60%
YTD
+20.81%
1 Year
+28.44%
3 Years (annualized)
+17.82%
5 Years (annualized)
+10.72%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVWX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.81%
Peer Avg (YTD)
+12.44%
vs Peers
+8.37%

MDVWX Mutual Fund Performance

MDVWX performance across multiple time periods: 1-month 3.06%, YTD 20.81%, 1-year 28.44%, 3-year 17.82%, 5-year 10.72%, 10-year 11.68%.

MDVWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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