MDITX Mutual Fund

NAV$30.02

Returns Overview

1 Month
+0.10%
3 Months
+3.37%
6 Months
+2.04%
YTD
+7.68%
1 Year
+18.42%
3 Years (annualized)
+14.75%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDITX 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)
+7.68%
Peer Avg (YTD)
+8.61%
vs Peers
-0.93%

MDITX Mutual Fund Performance

MDITX performance across multiple time periods: 1-month 0.10%, YTD 7.68%, 1-year 18.42%, 3-year 14.75%, 5-year 6.85%, 10-year 9.74%.

MDITX returns trail 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.

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