MEDAX Mutual Fund

MEDAX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
+0.71%
3 Months
+0.29%
6 Months
+0.35%
YTD
+2.56%
1 Year
+7.22%
3 Years (annualized)
+9.39%
5 Years (annualized)
+2.25%
10 Years (annualized)
+3.34%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+2.96%
vs Peers
-0.40%

MEDAX Mutual Fund Performance

MEDAX performance across multiple time periods: 1-month 0.71%, YTD 2.56%, 1-year 7.22%, 3-year 9.39%, 5-year 2.25%, 10-year 3.34%.

MEDAX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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