MODRX Mutual Fund

MODRX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
+1.41%
3 Months
+1.94%
6 Months
+2.64%
YTD
+9.36%
1 Year
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MODRX 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
MSCI ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+7.17%
vs Peers
+2.19%

MODRX Mutual Fund Performance

MODRX performance across multiple time periods: 1-month 1.41%, YTD 9.36%, 1-year 13.86%.

MODRX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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