MCDIX Mutual Fund

MCDIX Mutual Fund

NAV$8.77
See how much of MCDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
-0.10%
6 Months
-0.61%
YTD
+0.97%
1 Year
+2.81%
3 Years (annualized)
+5.39%
5 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+4.75%
vs Peers
-3.78%

MCDIX Mutual Fund Performance

MCDIX performance across multiple time periods: 1-month 0.29%, YTD 0.97%, 1-year 2.81%, 3-year 5.39%, 5-year 1.22%.

MCDIX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

MCDIX vs another fund shows side-by-side returns. MCDIX alternatives are available in the Mutual Fund Screener.