MDIGX Mutual Fund

MDIGX Mutual Fund

NAV$30.31
See how much of MDIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
+4.33%
6 Months
+5.22%
YTD
+9.65%
1 Year
+20.76%
3 Years (annualized)
+13.93%
5 Years (annualized)
+6.57%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIGX 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
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+10.67%
vs Peers
-1.01%

MDIGX Mutual Fund Performance

MDIGX performance across multiple time periods: 1-month 2.01%, YTD 9.65%, 1-year 20.76%, 3-year 13.93%, 5-year 6.57%, 10-year 8.62%.

MDIGX 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.

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