MEDFX Mutual Fund

MEDFX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
-1.10%
3 Months
+0.40%
6 Months
+0.77%
YTD
+1.83%
1 Year
+8.05%
3 Years (annualized)
+8.44%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDFX 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)
+1.83%
Peer Avg (YTD)
+2.32%
vs Peers
-0.49%

MEDFX Mutual Fund Performance

MEDFX performance across multiple time periods: 1-month -1.10%, YTD 1.83%, 1-year 8.05%, 3-year 8.44%, 5-year 2.30%, 10-year 3.42%.

MEDFX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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