MIDSX Mutual Fund

MIDSX Mutual Fund

NAV$3.74
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Returns Overview

1 Month
-14.58%
3 Months
+5.81%
6 Months
-13.46%
YTD
-4.93%
1 Year
+15.49%
3 Years (annualized)
+48.58%
5 Years (annualized)
+20.87%
10 Years (annualized)
+9.86%

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)
-4.93%
Peer Avg (YTD)
-1.80%
vs Peers
-3.13%

MIDSX Mutual Fund Performance

MIDSX performance across multiple time periods: 1-month -14.58%, YTD -4.93%, 1-year 15.49%, 3-year 48.58%, 5-year 20.87%, 10-year 9.86%.

MIDSX returns trail the peer average of -1.80% 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.