MDIFX Mutual Fund

MDIFX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
+1.99%
3 Months
+4.32%
6 Months
+5.23%
YTD
+9.66%
1 Year
+20.79%
3 Years (annualized)
+13.93%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIFX 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 ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+10.67%
vs Peers
-1.00%

MDIFX Mutual Fund Performance

MDIFX performance across multiple time periods: 1-month 1.99%, YTD 9.66%, 1-year 20.79%, 3-year 13.93%, 5-year 6.58%, 10-year 8.63%.

MDIFX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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