MDVZX Mutual Fund

MDVZX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+1.46%
3 Months
+6.36%
6 Months
+13.33%
YTD
+12.15%
1 Year
+27.24%
3 Years (annualized)
+13.65%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVZX 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)
+12.15%
Peer Avg (YTD)
+9.49%
vs Peers
+2.66%

MDVZX Mutual Fund Performance

MDVZX performance across multiple time periods: 1-month 1.46%, YTD 12.15%, 1-year 27.24%, 3-year 13.65%, 5-year 8.72%.

MDVZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

MDVZX performance comparison shows side-by-side returns with another fund. MDVZX alternatives are available in the Mutual Fund Screener.