MDIKX Mutual Fund

MDIKX Mutual Fund

NAV$29.57
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Returns Overview

1 Month
-1.42%
3 Months
-1.98%
6 Months
+2.42%
YTD
+7.78%
1 Year
+11.52%
3 Years (annualized)
+17.97%
5 Years (annualized)
+6.51%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIKX 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
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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)
+7.78%
Peer Avg (YTD)
+9.56%
vs Peers
-1.78%

MDIKX Mutual Fund Performance

MDIKX performance across multiple time periods: 1-month -1.42%, YTD 7.78%, 1-year 11.52%, 3-year 17.97%, 5-year 6.51%, 10-year 9.07%.

MDIKX returns trail the peer average of 9.56% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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