MIDSX Mutual Fund

MIDSX Mutual Fund

NAV$4.22
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Returns Overview

1 Month
-3.43%
3 Months
-18.21%
6 Months
-20.31%
YTD
-11.17%
1 Year
+58.16%
3 Years (annualized)
+38.77%
5 Years (annualized)
+17.40%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDSX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.17%
Peer Avg (YTD)
-3.00%
vs Peers
-8.17%

MIDSX Mutual Fund Performance

MIDSX performance across multiple time periods: 1-month -3.43%, YTD -11.17%, 1-year 58.16%, 3-year 38.77%, 5-year 17.40%, 10-year 7.46%.

MIDSX returns trail the peer average of -3.00% YTD. With an expense ratio of 3.47%, investors should weigh costs against performance when evaluating this mutual fund.

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