MDIZX Mutual Fund

NAV$30.95

Returns Overview

1 Month
+2.25%
3 Months
+4.77%
6 Months
+5.99%
YTD
+10.50%
1 Year
+18.52%
3 Years (annualized)
+14.85%
5 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIZX 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)
+10.50%
Peer Avg (YTD)
+8.61%
vs Peers
+1.89%

MDIZX Mutual Fund Performance

MDIZX performance across multiple time periods: 1-month 2.25%, YTD 10.50%, 1-year 18.52%, 3-year 14.85%, 5-year 6.96%.

MDIZX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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