MDMIX Mutual Fund

NAV$25.53

Returns Overview

1 Month
+4.18%
3 Months
+10.11%
6 Months
+10.18%
YTD
+9.79%
1 Year
+13.40%
3 Years
+8.93%
5 Years
+8.10%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MDMIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+5.12%
vs Peers
+4.68%

MDMIX Mutual Fund Performance

MDMIX performance across multiple time periods: 1-month 4.18%, YTD 9.79%, 1-year 13.40%, 3-year 8.93%, 5-year 8.10%.

MDMIX returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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