MDAIX Mutual Fund

MDAIX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
-1.01%
3 Months
+2.22%
6 Months
+5.07%
YTD
+6.74%
1 Year
+14.67%
3 Years (annualized)
+11.62%
5 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDAIX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+5.54%
vs Peers
+1.21%

MDAIX Mutual Fund Performance

MDAIX performance across multiple time periods: 1-month -1.01%, YTD 6.74%, 1-year 14.67%, 3-year 11.62%, 5-year 6.40%.

MDAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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