MIDCX Mutual Fund

NAV$33.04

Returns Overview

1 Month
-1.30%
3 Months
+8.12%
6 Months
+5.78%
YTD
+5.33%
1 Year
+6.43%
3 Years (annualized)
+7.95%
5 Years (annualized)
+2.39%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDCX 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)
+5.33%
Peer Avg (YTD)
+9.16%
vs Peers
-3.83%

MIDCX Mutual Fund Performance

MIDCX performance across multiple time periods: 1-month -1.30%, YTD 5.33%, 1-year 6.43%, 3-year 7.95%, 5-year 2.39%, 10-year 7.19%.

MIDCX 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.

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