MEDHX Mutual Fund

MEDHX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+0.91%
3 Months
-1.51%
6 Months
+0.33%
YTD
+0.35%
1 Year
+1.92%
3 Years (annualized)
+10.35%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDHX 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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.60%
vs Peers
-0.25%

MEDHX Mutual Fund Performance

MEDHX performance across multiple time periods: 1-month 0.91%, YTD 0.35%, 1-year 1.92%, 3-year 10.35%, 5-year 2.57%, 10-year 3.40%.

MEDHX returns trail the peer average of 0.60% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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