MEDEX Mutual Fund

NAV$12.72

Returns Overview

1 Month
+0.67%
3 Months
+4.18%
6 Months
+2.75%
YTD
+2.84%
1 Year
+9.98%
3 Years (annualized)
+9.25%
5 Years (annualized)
+2.31%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.84%
Peer Avg (YTD)
+3.07%
vs Peers
-0.23%

MEDEX Mutual Fund Performance

MEDEX performance across multiple time periods: 1-month 0.67%, YTD 2.84%, 1-year 9.98%, 3-year 9.25%, 5-year 2.31%, 10-year 3.46%.

MEDEX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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