MDFSX Mutual Fund

MDFSX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+7.50%
3 Months
+5.55%
6 Months
+11.16%
YTD
+23.23%
1 Year
+29.70%
3 Years (annualized)
+21.37%
5 Years (annualized)
+10.67%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFSX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+23.23%
Peer Avg (YTD)
+14.61%
vs Peers
+8.62%

MDFSX Mutual Fund Performance

MDFSX performance across multiple time periods: 1-month 7.50%, YTD 23.23%, 1-year 29.70%, 3-year 21.37%, 5-year 10.67%, 10-year 11.94%.

MDFSX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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