MIDLX Mutual Fund

MIDLX Mutual Fund

NAV$37.58
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Returns Overview

1 Month
+1.34%
3 Months
+2.66%
6 Months
+4.10%
YTD
+7.36%
1 Year
+11.11%
3 Years (annualized)
+9.26%
5 Years (annualized)
+3.03%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDLX 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
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📉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)
+7.36%
Peer Avg (YTD)
+8.67%
vs Peers
-1.31%

MIDLX Mutual Fund Performance

MIDLX performance across multiple time periods: 1-month 1.34%, YTD 7.36%, 1-year 11.11%, 3-year 9.26%, 5-year 3.03%, 10-year 6.65%.

MIDLX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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