MIDBX Mutual Fund

NAV$34.60

Returns Overview

1 Month
-1.31%
3 Months
+8.13%
6 Months
+5.78%
YTD
+5.35%
1 Year
+6.44%
3 Years (annualized)
+7.96%
5 Years (annualized)
+2.38%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDBX 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
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+9.16%
vs Peers
-3.82%

MIDBX Mutual Fund Performance

MIDBX performance across multiple time periods: 1-month -1.31%, YTD 5.35%, 1-year 6.44%, 3-year 7.96%, 5-year 2.38%, 10-year 7.05%.

MIDBX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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