MCDIX Mutual Fund

MCDIX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-0.58%
3 Months
-0.03%
6 Months
+0.19%
YTD
+0.68%
1 Year
+3.82%
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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+2.39%
vs Peers
-1.71%

MCDIX Mutual Fund Performance

MCDIX performance across multiple time periods: 1-month -0.58%, YTD 0.68%, 1-year 3.82%, 3-year 5.39%, 5-year 1.22%.

MCDIX returns trail the peer average of 2.39% 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.