MDIJX Mutual Fund

MDIJX Mutual Fund

NAV$31.45
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Returns Overview

1 Month
+2.08%
3 Months
+4.57%
6 Months
+5.76%
YTD
+10.25%
1 Year
+22.00%
3 Years (annualized)
+14.48%
5 Years (annualized)
+7.31%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIJX 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)
+10.25%
Peer Avg (YTD)
+10.67%
vs Peers
-0.41%

MDIJX Mutual Fund Performance

MDIJX performance across multiple time periods: 1-month 2.08%, YTD 10.25%, 1-year 22.00%, 3-year 14.48%, 5-year 7.31%, 10-year 9.54%.

MDIJX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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