MEDHX Mutual Fund

MEDHX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
+0.72%
3 Months
+4.44%
6 Months
+3.07%
YTD
+3.15%
1 Year
+10.67%
3 Years (annualized)
+9.93%
5 Years (annualized)
+2.93%
10 Years (annualized)
+4.09%

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)
+3.15%
Peer Avg (YTD)
+3.07%
vs Peers
+0.08%

MEDHX Mutual Fund Performance

MEDHX performance across multiple time periods: 1-month 0.72%, YTD 3.15%, 1-year 10.67%, 3-year 9.93%, 5-year 2.93%, 10-year 4.09%.

MEDHX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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