MIDKX Mutual Fund

MIDKX Mutual Fund

NAV$26.92
See how much of MIDKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.11%
3 Months
+1.14%
6 Months
+5.23%
YTD
+13.85%
1 Year
+15.86%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.47%
10 Years (annualized)
+9.03%

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)
+13.85%
Peer Avg (YTD)
+9.89%
vs Peers
+3.96%

MIDKX Mutual Fund Performance

MIDKX performance across multiple time periods: 1-month 0.11%, YTD 13.85%, 1-year 15.86%, 3-year 12.74%, 5-year 5.47%, 10-year 9.03%.

MIDKX returns outperform the peer average of 9.89% 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.