MDVYX Mutual Fund

MDVYX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+4.09%
3 Months
+8.16%
6 Months
+12.17%
YTD
+16.35%
1 Year
+27.78%
3 Years (annualized)
+17.98%
5 Years (annualized)
+12.72%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVYX 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
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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)
+16.35%
Peer Avg (YTD)
+11.41%
vs Peers
+4.94%

MDVYX Mutual Fund Performance

MDVYX performance across multiple time periods: 1-month 4.09%, YTD 16.35%, 1-year 27.78%, 3-year 17.98%, 5-year 12.72%, 10-year 12.37%.

MDVYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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