MXMDX Mutual Fund

MXMDX Mutual Fund

NAV$23.73
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Returns Overview

1 Month
+1.87%
3 Months
-2.37%
6 Months
+1.08%
YTD
+10.02%
1 Year
+13.76%
3 Years (annualized)
+15.63%
5 Years (annualized)
+6.09%
10 Years (annualized)
+9.75%

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
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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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+8.01%
vs Peers
+2.01%

MXMDX Mutual Fund Performance

MXMDX performance across multiple time periods: 1-month 1.87%, YTD 10.02%, 1-year 13.76%, 3-year 15.63%, 5-year 6.09%, 10-year 9.75%.

MXMDX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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