MIDSX Mutual Fund

NAV$3.49

Returns Overview

1 Month
-15.75%
3 Months
-17.48%
6 Months
-8.02%
YTD
-6.96%
1 Year
+53.59%
3 Years (annualized)
+42.00%
5 Years (annualized)
+18.90%
10 Years (annualized)
+8.65%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
-6.96%
Peer Avg (YTD)
-2.18%
vs Peers
-4.77%

MIDSX Mutual Fund Performance

MIDSX performance across multiple time periods: 1-month -15.75%, YTD -6.96%, 1-year 53.59%, 3-year 42.00%, 5-year 18.90%, 10-year 8.65%.

MIDSX returns trail the peer average of -2.18% YTD. With an expense ratio of 5.98%, investors should weigh costs against performance when evaluating this mutual fund.

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