MDHCX Mutual Fund

NAV$9.39

Returns Overview

1 Month
+0.30%
3 Months
+1.83%
6 Months
+1.73%
YTD
+1.73%
1 Year
+3.98%
3 Years (annualized)
+5.81%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA High Yield US Corporates, Cash Pay, BB Rated, 1-5 Year Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+3.23%
vs Peers
-1.50%

MDHCX Mutual Fund Performance

MDHCX performance across multiple time periods: 1-month 0.30%, YTD 1.73%, 1-year 3.98%, 3-year 5.81%, 5-year 3.59%, 10-year 3.85%.

MDHCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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