MDIFX Mutual Fund

NAV$30.24

Returns Overview

1 Month
+2.16%
3 Months
+4.49%
6 Months
+5.40%
YTD
+9.84%
1 Year
+17.21%
3 Years (annualized)
+13.58%
5 Years (annualized)
+6.19%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIFX 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)
+9.84%
Peer Avg (YTD)
+8.61%
vs Peers
+1.24%

MDIFX Mutual Fund Performance

MDIFX performance across multiple time periods: 1-month 2.16%, YTD 9.84%, 1-year 17.21%, 3-year 13.58%, 5-year 6.19%, 10-year 8.96%.

MDIFX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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