MDIIX Mutual Fund

NAV$22.03

Returns Overview

1 Month
+0.52%
3 Months
+8.92%
6 Months
+10.00%
YTD
+8.87%
1 Year
+20.02%
3 Years (annualized)
+16.34%
5 Years (annualized)
+9.03%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+9.13%
vs Peers
-0.27%

MDIIX Mutual Fund Performance

MDIIX performance across multiple time periods: 1-month 0.52%, YTD 8.87%, 1-year 20.02%, 3-year 16.34%, 5-year 9.03%, 10-year 9.46%.

MDIIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

MDIIX performance comparison shows side-by-side returns with another fund. MDIIX alternatives are available in the Mutual Fund Screener.