MTODX Mutual Fund

NAV$26.10

Returns Overview

1 Month
+0.42%
3 Months
+4.32%
6 Months
+8.52%
YTD
+11.78%
1 Year
+22.40%
3 Years (annualized)
+16.20%
5 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTODX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+5.93%
vs Peers
+5.84%

MTODX Mutual Fund Performance

MTODX performance across multiple time periods: 1-month 0.42%, YTD 11.78%, 1-year 22.40%, 3-year 16.20%, 5-year 7.95%.

MTODX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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