MEDCX Mutual Fund

NAV$12.62

Returns Overview

1 Month
-1.41%
3 Months
-1.17%
6 Months
-1.87%
YTD
-1.25%
1 Year
+9.44%
3 Years (annualized)
+8.71%
5 Years (annualized)
+1.80%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDCX 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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+3.07%
vs Peers
-4.32%

MEDCX Mutual Fund Performance

MEDCX performance across multiple time periods: 1-month -1.41%, YTD -1.25%, 1-year 9.44%, 3-year 8.71%, 5-year 1.80%, 10-year 2.90%.

MEDCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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