MDHIX Mutual Fund

NAV$9.36

Returns Overview

1 Month
-0.53%
3 Months
-0.74%
6 Months
-1.27%
YTD
-1.37%
1 Year
+5.03%
3 Years (annualized)
+6.93%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA High Yield US Corporates, Cash Pay, BB Rated, 1-5 Year Index
This Mutual Fund (YTD)
-1.37%
Peer Avg (YTD)
+3.23%
vs Peers
-4.60%

MDHIX Mutual Fund Performance

MDHIX performance across multiple time periods: 1-month -0.53%, YTD -1.37%, 1-year 5.03%, 3-year 6.93%, 5-year 4.67%, 10-year 4.97%.

MDHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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