MIDGX Mutual Fund

MIDGX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
+3.66%
3 Months
+3.56%
6 Months
+2.29%
YTD
+10.55%
1 Year
+10.54%
3 Years (annualized)
+9.45%
5 Years (annualized)
+1.58%
10 Years (annualized)
+5.61%

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)
+10.55%
Peer Avg (YTD)
+9.98%
vs Peers
+0.57%

MIDGX Mutual Fund Performance

MIDGX performance across multiple time periods: 1-month 3.66%, YTD 10.55%, 1-year 10.54%, 3-year 9.45%, 5-year 1.58%, 10-year 5.61%.

MIDGX returns outperform the peer average of 9.98% 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.