MDHAX Mutual Fund

NAV$9.38

Returns Overview

1 Month
+0.25%
3 Months
+1.91%
6 Months
+2.01%
YTD
+2.01%
1 Year
+4.78%
3 Years (annualized)
+6.64%
5 Years (annualized)
+4.40%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHAX 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
ICE BofA High Yield US Corporates, Cash Pay, BB Rated, 1-5 Year Index
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+3.23%
vs Peers
-1.22%

MDHAX Mutual Fund Performance

MDHAX performance across multiple time periods: 1-month 0.25%, YTD 2.01%, 1-year 4.78%, 3-year 6.64%, 5-year 4.40%, 10-year 4.70%.

MDHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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