MEDHX Mutual Fund

MEDHX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+0.82%
3 Months
+0.38%
6 Months
+0.53%
YTD
+2.81%
1 Year
+7.69%
3 Years (annualized)
+9.78%
5 Years (annualized)
+2.63%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDHX 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)
+2.81%
Peer Avg (YTD)
+2.96%
vs Peers
-0.15%

MEDHX Mutual Fund Performance

MEDHX performance across multiple time periods: 1-month 0.82%, YTD 2.81%, 1-year 7.69%, 3-year 9.78%, 5-year 2.63%, 10-year 3.71%.

MEDHX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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