MIDHX Mutual Fund

MIDHX Mutual Fund

NAV$35.60
See how much of MIDHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.30%
3 Months
+2.57%
6 Months
+3.87%
YTD
+7.11%
1 Year
+10.65%
3 Years (annualized)
+8.05%
5 Years (annualized)
+2.18%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDHX 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

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)
+7.11%
Peer Avg (YTD)
+8.67%
vs Peers
-1.55%

MIDHX Mutual Fund Performance

MIDHX performance across multiple time periods: 1-month 1.30%, YTD 7.11%, 1-year 10.65%, 3-year 8.05%, 5-year 2.18%, 10-year 6.01%.

MIDHX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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