MFDAX Mutual Fund

MFDAX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+0.45%
3 Months
+1.13%
6 Months
+1.44%
YTD
+0.11%
1 Year
+3.65%
3 Years (annualized)
-3.63%
5 Years (annualized)
-0.49%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+3.81%
vs Peers
-3.70%

MFDAX Mutual Fund Performance

MFDAX performance across multiple time periods: 1-month 0.45%, YTD 0.11%, 1-year 3.65%, 3-year -3.63%, 5-year -0.49%, 10-year 0.90%.

MFDAX returns trail the peer average of 3.81% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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