MDIDX Mutual Fund

MDIDX Mutual Fund

NAV$30.20
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Returns Overview

1 Month
-1.39%
3 Months
-1.91%
6 Months
+2.54%
YTD
+8.03%
1 Year
+11.79%
3 Years (annualized)
+17.66%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.19%

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)
+8.03%
Peer Avg (YTD)
+9.56%
vs Peers
-1.53%

MDIDX Mutual Fund Performance

MDIDX performance across multiple time periods: 1-month -1.39%, YTD 8.03%, 1-year 11.79%, 3-year 17.66%, 5-year 6.46%, 10-year 9.19%.

MDIDX returns trail the peer average of 9.56% YTD. With an expense ratio of 1.07%, 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.