MDIKX Mutual Fund

MDIKX Mutual Fund

NAV$30.36
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Returns Overview

1 Month
+2.05%
3 Months
+4.49%
6 Months
+5.52%
YTD
+9.96%
1 Year
+21.42%
3 Years (annualized)
+14.51%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.17%

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
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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)
+9.96%
Peer Avg (YTD)
+10.67%
vs Peers
-0.71%

MDIKX Mutual Fund Performance

MDIKX performance across multiple time periods: 1-month 2.05%, YTD 9.96%, 1-year 21.42%, 3-year 14.51%, 5-year 7.11%, 10-year 9.17%.

MDIKX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.33%, 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.