MDVAX Mutual Fund

NAV$8.49

Returns Overview

1 Month
-0.82%
3 Months
-0.24%
6 Months
-0.35%
YTD
+0.12%
1 Year
+6.69%
3 Years (annualized)
+5.52%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+3.23%
vs Peers
-3.11%

MDVAX Mutual Fund Performance

MDVAX performance across multiple time periods: 1-month -0.82%, YTD 0.12%, 1-year 6.69%, 3-year 5.52%, 5-year -0.23%, 10-year 1.90%.

MDVAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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