MDVNX Mutual Fund

NAV$9.64

Returns Overview

1 Month
+1.45%
3 Months
+8.32%
6 Months
+11.37%
YTD
+10.42%
1 Year
+23.04%
3 Years (annualized)
+17.47%
5 Years (annualized)
+11.25%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVNX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+9.49%
vs Peers
+0.93%

MDVNX Mutual Fund Performance

MDVNX performance across multiple time periods: 1-month 1.45%, YTD 10.42%, 1-year 23.04%, 3-year 17.47%, 5-year 11.25%, 10-year 11.70%.

MDVNX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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