MEDAX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
+0.69%
3 Months
+4.26%
6 Months
+2.88%
YTD
+2.96%
1 Year
+10.27%
3 Years (annualized)
+9.53%
5 Years (annualized)
+2.55%
10 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+3.07%
vs Peers
-0.11%

MEDAX Mutual Fund Performance

MEDAX performance across multiple time periods: 1-month 0.69%, YTD 2.96%, 1-year 10.27%, 3-year 9.53%, 5-year 2.55%, 10-year 3.72%.

MEDAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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