MDIJX Mutual Fund

NAV$30.91

Returns Overview

1 Month
+2.25%
3 Months
+4.74%
6 Months
+5.93%
YTD
+10.43%
1 Year
+18.39%
3 Years (annualized)
+14.74%
5 Years (annualized)
+6.84%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIJX 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)
+10.43%
Peer Avg (YTD)
+8.61%
vs Peers
+1.83%

MDIJX Mutual Fund Performance

MDIJX performance across multiple time periods: 1-month 2.25%, YTD 10.43%, 1-year 18.39%, 3-year 14.74%, 5-year 6.84%, 10-year 9.73%.

MDIJX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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