MXDPX Mutual Fund

MXDPX Mutual Fund

NAV$9.00
See how much of MXDPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+2.07%
6 Months
+4.10%
YTD
+5.59%
1 Year
+10.88%
3 Years (annualized)
+7.89%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.28%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.59%
Peer Avg (YTD)
+3.39%
vs Peers
+2.20%

MXDPX Mutual Fund Performance

MXDPX performance across multiple time periods: 1-month -0.11%, YTD 5.59%, 1-year 10.88%, 3-year 7.89%, 5-year 3.96%, 10-year 5.28%.

MXDPX returns outperform the peer average of 3.39% 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.