MXDPX Mutual Fund

MXDPX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+1.17%
3 Months
-2.36%
6 Months
-0.34%
YTD
+3.10%
1 Year
+4.69%
3 Years (annualized)
+9.90%
5 Years (annualized)
+2.72%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXDPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+2.95%
vs Peers
+0.15%

MXDPX Mutual Fund Performance

MXDPX performance across multiple time periods: 1-month 1.17%, YTD 3.10%, 1-year 4.69%, 3-year 9.90%, 5-year 2.72%, 10-year 4.85%.

MXDPX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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