MDIHX Mutual Fund

NAV$30.16

Returns Overview

1 Month
+2.24%
3 Months
+4.69%
6 Months
+5.79%
YTD
+10.27%
1 Year
+18.07%
3 Years (annualized)
+14.43%
5 Years (annualized)
+6.57%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIHX 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)
+10.27%
Peer Avg (YTD)
+8.61%
vs Peers
+1.67%

MDIHX Mutual Fund Performance

MDIHX performance across multiple time periods: 1-month 2.24%, YTD 10.27%, 1-year 18.07%, 3-year 14.43%, 5-year 6.57%, 10-year 9.46%.

MDIHX 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.

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