MIDKX Mutual Fund

MIDKX Mutual Fund

NAV$27.92
See how much of MIDKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
+3.36%
6 Months
+9.38%
YTD
+13.73%
1 Year
+19.57%
3 Years (annualized)
+11.59%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDKX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+9.54%
vs Peers
+4.19%

MIDKX Mutual Fund Performance

MIDKX performance across multiple time periods: 1-month -2.46%, YTD 13.73%, 1-year 19.57%, 3-year 11.59%, 5-year 7.29%, 10-year 9.82%.

MIDKX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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