MDDIX Mutual Fund

MDDIX Mutual Fund

NAV$9.47
See how much of MDDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.50%
3 Months
+8.50%
6 Months
+11.83%
YTD
+19.59%
1 Year
+26.02%
3 Years (annualized)
+20.33%
5 Years (annualized)
+12.94%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDDIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.59%
Peer Avg (YTD)
+12.44%
vs Peers
+7.15%

MDDIX Mutual Fund Performance

MDDIX performance across multiple time periods: 1-month 2.50%, YTD 19.59%, 1-year 26.02%, 3-year 20.33%, 5-year 12.94%, 10-year 9.47%.

MDDIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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