MIDKX Mutual Fund

MIDKX Mutual Fund

NAV$27.08
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Returns Overview

1 Month
+1.43%
3 Months
-2.40%
6 Months
+0.88%
YTD
+11.00%
1 Year
+13.19%
3 Years (annualized)
+16.04%
5 Years (annualized)
+6.11%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDKX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+10.76%
vs Peers
+0.24%

MIDKX Mutual Fund Performance

MIDKX performance across multiple time periods: 1-month 1.43%, YTD 11.00%, 1-year 13.19%, 3-year 16.04%, 5-year 6.11%, 10-year 9.08%.

MIDKX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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