MDPIX Mutual Fund

MDPIX Mutual Fund

NAV$144.12
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Returns Overview

1 Month
+1.73%
3 Months
-2.72%
6 Months
+0.24%
YTD
+10.04%
1 Year
+11.99%
3 Years (annualized)
+15.11%
5 Years (annualized)
+5.08%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDPIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+10.76%
vs Peers
-0.72%

MDPIX Mutual Fund Performance

MDPIX performance across multiple time periods: 1-month 1.73%, YTD 10.04%, 1-year 11.99%, 3-year 15.11%, 5-year 5.08%, 10-year 8.77%.

MDPIX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

MDPIX vs another fund shows side-by-side returns. MDPIX alternatives are available in the Mutual Fund Screener.