MDSAX Mutual Fund

NAV$8.97

Returns Overview

1 Month
+0.64%
3 Months
+1.78%
6 Months
+2.28%
YTD
+2.05%
1 Year
+5.43%
3 Years (annualized)
+6.65%
5 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+1.92%
vs Peers
+0.13%

MDSAX Mutual Fund Performance

MDSAX performance across multiple time periods: 1-month 0.64%, YTD 2.05%, 1-year 5.43%, 3-year 6.65%, 5-year 2.51%.

MDSAX returns outperform the peer average of 1.92% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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