MDVSX Mutual Fund

MDVSX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
+5.05%
3 Months
+3.21%
6 Months
+11.63%
YTD
+20.10%
1 Year
+26.06%
3 Years (annualized)
+23.00%
5 Years (annualized)
+12.50%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDVSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.10%
Peer Avg (YTD)
+14.61%
vs Peers
+5.48%

MDVSX Mutual Fund Performance

MDVSX performance across multiple time periods: 1-month 5.05%, YTD 20.10%, 1-year 26.06%, 3-year 23.00%, 5-year 12.50%, 10-year 12.97%.

MDVSX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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