MIDAX Mutual Fund

MIDAX Mutual Fund

NAV$35.96
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Returns Overview

1 Month
+1.31%
3 Months
+2.57%
6 Months
+3.89%
YTD
+7.12%
1 Year
+10.66%
3 Years (annualized)
+8.91%
5 Years (annualized)
+2.66%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDAX 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
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+8.67%
vs Peers
-1.55%

MIDAX Mutual Fund Performance

MIDAX performance across multiple time periods: 1-month 1.31%, YTD 7.12%, 1-year 10.66%, 3-year 8.91%, 5-year 2.66%, 10-year 6.27%.

MIDAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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