MEDBX Mutual Fund

MEDBX Mutual Fund

NAV$12.70
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Returns Overview

1 Month
-1.15%
3 Months
+0.22%
6 Months
+0.40%
YTD
+1.40%
1 Year
+7.24%
3 Years (annualized)
+7.66%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.63%

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
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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.32%
vs Peers
-0.93%

MEDBX Mutual Fund Performance

MEDBX performance across multiple time periods: 1-month -1.15%, YTD 1.40%, 1-year 7.24%, 3-year 7.66%, 5-year 1.53%, 10-year 2.63%.

MEDBX returns trail the peer average of 2.32% 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.