MDVWX Mutual Fund

MDVWX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+7.61%
3 Months
+5.73%
6 Months
+11.52%
YTD
+22.55%
1 Year
+30.49%
3 Years (annualized)
+19.97%
5 Years (annualized)
+10.16%
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)
+22.55%
Peer Avg (YTD)
+12.44%
vs Peers
+10.11%

MDVWX Mutual Fund Performance

MDVWX performance across multiple time periods: 1-month 7.61%, YTD 22.55%, 1-year 30.49%, 3-year 19.97%, 5-year 10.16%, 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.