MIDHX Mutual Fund

NAV$35.46

Returns Overview

1 Month
-1.22%
3 Months
+8.34%
6 Months
+6.21%
YTD
+5.74%
1 Year
+7.26%
3 Years (annualized)
+8.82%
5 Years (annualized)
+2.16%
10 Years (annualized)
+6.33%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+9.16%
vs Peers
-3.42%

MIDHX Mutual Fund Performance

MIDHX performance across multiple time periods: 1-month -1.22%, YTD 5.74%, 1-year 7.26%, 3-year 8.82%, 5-year 2.16%, 10-year 6.33%.

MIDHX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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