MIDLX Mutual Fund

NAV$35.99

Returns Overview

1 Month
+0.59%
3 Months
+2.36%
6 Months
+1.32%
YTD
+6.42%
1 Year
+7.66%
3 Years (annualized)
+10.03%
5 Years (annualized)
+3.00%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIDLX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+9.16%
vs Peers
-2.75%

MIDLX Mutual Fund Performance

MIDLX performance across multiple time periods: 1-month 0.59%, YTD 6.42%, 1-year 7.66%, 3-year 10.03%, 5-year 3.00%, 10-year 6.97%.

MIDLX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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