MEDBX Mutual Fund

MEDBX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+0.65%
3 Months
+0.11%
6 Months
-0.02%
YTD
+2.05%
1 Year
+6.50%
3 Years (annualized)
+8.59%
5 Years (annualized)
+1.50%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDBX 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)
+2.05%
Peer Avg (YTD)
+2.96%
vs Peers
-0.90%

MEDBX Mutual Fund Performance

MEDBX performance across multiple time periods: 1-month 0.65%, YTD 2.05%, 1-year 6.50%, 3-year 8.59%, 5-year 1.50%, 10-year 2.56%.

MEDBX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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