MIDBX Mutual Fund

MIDBX Mutual Fund

NAV$33.60
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Returns Overview

1 Month
+1.24%
3 Months
+2.35%
6 Months
+3.49%
YTD
+6.65%
1 Year
+9.84%
3 Years (annualized)
+8.08%
5 Years (annualized)
+1.90%
10 Years (annualized)
+5.47%

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
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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)
+6.65%
Peer Avg (YTD)
+8.67%
vs Peers
-2.02%

MIDBX Mutual Fund Performance

MIDBX performance across multiple time periods: 1-month 1.24%, YTD 6.65%, 1-year 9.84%, 3-year 8.08%, 5-year 1.90%, 10-year 5.47%.

MIDBX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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