MXMDX Mutual Fund

NAV$24.88

Returns Overview

1 Month
+3.48%
3 Months
+14.28%
6 Months
+16.99%
YTD
+15.40%
1 Year
+25.17%
3 Years (annualized)
+13.82%
5 Years (annualized)
+8.07%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMDX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+10.82%
vs Peers
+4.59%

MXMDX Mutual Fund Performance

MXMDX performance across multiple time periods: 1-month 3.48%, YTD 15.40%, 1-year 25.17%, 3-year 13.82%, 5-year 8.07%, 10-year 10.37%.

MXMDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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