MDIHX Mutual Fund

MDIHX Mutual Fund

NAV$30.68
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Returns Overview

1 Month
+2.07%
3 Months
+4.51%
6 Months
+5.61%
YTD
+10.09%
1 Year
+21.67%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIHX 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)
+10.09%
Peer Avg (YTD)
+10.67%
vs Peers
-0.57%

MDIHX Mutual Fund Performance

MDIHX performance across multiple time periods: 1-month 2.07%, YTD 10.09%, 1-year 21.67%, 3-year 14.18%, 5-year 7.04%, 10-year 9.26%.

MDIHX 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.

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