MIDNX Mutual Fund

NAV$23.56

Returns Overview

1 Month
+4.46%
3 Months
+12.21%
6 Months
-8.10%
YTD
-8.43%
1 Year
-7.91%
3 Years (annualized)
+4.04%
5 Years (annualized)
+8.24%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Bombay Stock Exchange 100 Index(BSE100)
This Mutual Fund (YTD)
-8.43%
Peer Avg (YTD)
-6.65%
vs Peers
-1.78%

MIDNX Mutual Fund Performance

MIDNX performance across multiple time periods: 1-month 4.46%, YTD -8.43%, 1-year -7.91%, 3-year 4.04%, 5-year 8.24%, 10-year 11.50%.

MIDNX returns trail the peer average of -6.65% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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