MDDLX Mutual Fund

MDDLX Mutual Fund

NAV$10.31
See how much of MDDLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.06%
3 Months
+3.14%
6 Months
+11.62%
YTD
+20.05%
1 Year
+25.88%
3 Years (annualized)
+22.81%
5 Years (annualized)
+12.32%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.05%
Peer Avg (YTD)
+14.61%
vs Peers
+5.43%

MDDLX Mutual Fund Performance

MDDLX performance across multiple time periods: 1-month 5.06%, YTD 20.05%, 1-year 25.88%, 3-year 22.81%, 5-year 12.32%, 10-year 12.76%.

MDDLX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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