MFDSX Mutual Fund

NAV$9.01

Returns Overview

1 Month
+0.45%
3 Months
+1.23%
6 Months
+1.59%
YTD
+0.29%
1 Year
+3.89%
3 Years (annualized)
-3.47%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFDSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+3.81%
vs Peers
-3.52%

MFDSX Mutual Fund Performance

MFDSX performance across multiple time periods: 1-month 0.45%, YTD 0.29%, 1-year 3.89%, 3-year -3.47%, 5-year -0.30%, 10-year 1.07%.

MFDSX returns trail the peer average of 3.81% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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