MEDRX Mutual Fund

NAV$31.24

Returns Overview

3 Months
-4.00%
6 Months
+10.90%
YTD
-1.17%
1 Year
+8.10%
3 Years (annualized)
+10.11%
5 Years (annualized)
+7.54%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
-2.31%
vs Peers
+1.14%

MEDRX Mutual Fund Performance

MEDRX performance across multiple time periods: YTD -1.17%, 1-year 8.10%, 3-year 10.11%, 5-year 7.54%, 10-year 9.48%.

MEDRX returns outperform the peer average of -2.31% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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