MDIDX Mutual Fund

NAV$30.48

Returns Overview

1 Month
+2.25%
3 Months
+4.71%
6 Months
+5.80%
YTD
+10.31%
1 Year
+18.09%
3 Years (annualized)
+14.44%
5 Years (annualized)
+6.58%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIDX 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 ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+8.61%
vs Peers
+1.71%

MDIDX Mutual Fund Performance

MDIDX performance across multiple time periods: 1-month 2.25%, YTD 10.31%, 1-year 18.09%, 3-year 14.44%, 5-year 6.58%, 10-year 9.46%.

MDIDX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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