MIDFX Mutual Fund

NAV$64.88

Returns Overview

1 Month
+6.18%
3 Months
+21.48%
6 Months
+20.97%
YTD
+20.97%
1 Year
+27.27%
3 Years (annualized)
+30.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+20.97%
Peer Avg (YTD)
+10.82%
vs Peers
+10.15%

MIDFX Mutual Fund Performance

MIDFX performance across multiple time periods: 1-month 6.18%, YTD 20.97%, 1-year 27.27%, 3-year 30.08%.

MIDFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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