MIDGX Mutual Fund

MIDGX Mutual Fund

NAV$31.88
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Returns Overview

1 Month
+1.22%
3 Months
+2.37%
6 Months
+3.48%
YTD
+6.65%
1 Year
+9.83%
3 Years (annualized)
+7.15%
5 Years (annualized)
+1.37%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDGX 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%

MIDGX Mutual Fund Performance

MIDGX performance across multiple time periods: 1-month 1.22%, YTD 6.65%, 1-year 9.83%, 3-year 7.15%, 5-year 1.37%, 10-year 5.19%.

MIDGX 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.

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