MIDFX Mutual Fund

NAV$66.93

Returns Overview

1 Month
+2.65%
3 Months
+4.06%
6 Months
+14.65%
YTD
+13.92%
1 Year
+29.96%
3 Years
+30.65%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+7.55%
vs Peers
+6.37%

MIDFX Mutual Fund Performance

MIDFX performance across multiple time periods: 1-month 2.65%, YTD 13.92%, 1-year 29.96%, 3-year 30.65%.

MIDFX returns outperform the peer average of 7.55% 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.