MDIDX Mutual Fund

MDIDX Mutual Fund

NAV$31.00
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Returns Overview

1 Month
+2.08%
3 Months
+4.53%
6 Months
+5.62%
YTD
+10.13%
1 Year
+21.69%
3 Years (annualized)
+14.20%
5 Years (annualized)
+7.05%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIDX 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
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+10.67%
vs Peers
-0.53%

MDIDX Mutual Fund Performance

MDIDX performance across multiple time periods: 1-month 2.08%, YTD 10.13%, 1-year 21.69%, 3-year 14.20%, 5-year 7.05%, 10-year 9.27%.

MDIDX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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