MDSIX Mutual Fund

NAV$8.92

Returns Overview

1 Month
+0.66%
3 Months
+1.84%
6 Months
+2.40%
YTD
+2.17%
1 Year
+5.69%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.75%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDSIX 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)
+2.17%
Peer Avg (YTD)
+1.92%
vs Peers
+0.25%

MDSIX Mutual Fund Performance

MDSIX performance across multiple time periods: 1-month 0.66%, YTD 2.17%, 1-year 5.69%, 3-year 6.87%, 5-year 2.75%, 10-year 2.16%.

MDSIX returns outperform the peer average of 1.92% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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