MIDLX Mutual Fund

MIDLX Mutual Fund

NAV$36.23
See how much of MIDLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.43%
3 Months
+0.50%
6 Months
+8.99%
YTD
+6.48%
1 Year
+6.14%
3 Years (annualized)
+11.61%
5 Years (annualized)
+3.24%
10 Years (annualized)
+7.07%

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
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)
+6.48%
Peer Avg (YTD)
+7.86%
vs Peers
-1.39%

MIDLX Mutual Fund Performance

MIDLX performance across multiple time periods: 1-month -4.43%, YTD 6.48%, 1-year 6.14%, 3-year 11.61%, 5-year 3.24%, 10-year 7.07%.

MIDLX returns trail the peer average of 7.86% 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.