MDVZX Mutual Fund

MDVZX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+3.02%
3 Months
+7.88%
6 Months
+9.43%
YTD
+20.50%
1 Year
+28.06%
3 Years (annualized)
+17.46%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.42%

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)
+20.50%
Peer Avg (YTD)
+12.44%
vs Peers
+8.06%

MDVZX Mutual Fund Performance

MDVZX performance across multiple time periods: 1-month 3.02%, YTD 20.50%, 1-year 28.06%, 3-year 17.46%, 5-year 10.40%, 10-year 11.42%.

MDVZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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