MDOAX Mutual Fund

NAV$11.61

Returns Overview

1 Month
-4.13%
3 Months
+5.55%
6 Months
+5.35%
YTD
+7.00%
1 Year
+10.32%
3 Years (annualized)
+13.78%
5 Years (annualized)
-2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDOAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+23.08%
vs Peers
-16.07%

MDOAX Mutual Fund Performance

MDOAX performance across multiple time periods: 1-month -4.13%, YTD 7.00%, 1-year 10.32%, 3-year 13.78%, 5-year -2.99%.

MDOAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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