MDDIX Mutual Fund

MDDIX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+4.24%
3 Months
+8.36%
6 Months
+12.43%
YTD
+16.67%
1 Year
+28.17%
3 Years (annualized)
+18.19%
5 Years (annualized)
+12.93%
10 Years (annualized)
+12.60%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+11.41%
vs Peers
+5.26%

MDDIX Mutual Fund Performance

MDDIX performance across multiple time periods: 1-month 4.24%, YTD 16.67%, 1-year 28.17%, 3-year 18.19%, 5-year 12.93%, 10-year 12.60%.

MDDIX returns outperform the peer average of 11.41% 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.