MDDIX Mutual Fund

MDDIX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+5.10%
3 Months
+3.13%
6 Months
+11.75%
YTD
+20.32%
1 Year
+26.14%
3 Years (annualized)
+23.04%
5 Years (annualized)
+12.58%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.32%
Peer Avg (YTD)
+14.61%
vs Peers
+5.70%

MDDIX Mutual Fund Performance

MDDIX performance across multiple time periods: 1-month 5.10%, YTD 20.32%, 1-year 26.14%, 3-year 23.04%, 5-year 12.58%, 10-year 13.07%.

MDDIX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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