MDHVX Mutual Fund

NAV$9.39

Returns Overview

1 Month
+0.36%
3 Months
+2.02%
6 Months
+2.11%
YTD
+2.11%
1 Year
+4.76%
3 Years (annualized)
+6.63%
5 Years (annualized)
+4.36%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDHVX 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)
+2.11%
Peer Avg (YTD)
+3.23%
vs Peers
-1.12%

MDHVX Mutual Fund Performance

MDHVX performance across multiple time periods: 1-month 0.36%, YTD 2.11%, 1-year 4.76%, 3-year 6.63%, 5-year 4.36%, 10-year 4.64%.

MDHVX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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