MIDRX Mutual Fund

MIDRX Mutual Fund

NAV$34.51
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Returns Overview

1 Month
+1.28%
3 Months
+2.49%
6 Months
+3.76%
YTD
+6.96%
1 Year
+10.39%
3 Years (annualized)
+8.63%
5 Years (annualized)
+2.41%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDRX 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)
+6.96%
Peer Avg (YTD)
+8.67%
vs Peers
-1.71%

MIDRX Mutual Fund Performance

MIDRX performance across multiple time periods: 1-month 1.28%, YTD 6.96%, 1-year 10.39%, 3-year 8.63%, 5-year 2.41%, 10-year 6.00%.

MIDRX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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