MDILX Mutual Fund

NAV$23.87

Returns Overview

1 Month
-0.42%
3 Months
+12.04%
6 Months
+10.32%
YTD
+8.91%
1 Year
+18.36%
3 Years (annualized)
+10.32%
5 Years (annualized)
+1.90%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDILX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+9.13%
vs Peers
-0.22%

MDILX Mutual Fund Performance

MDILX performance across multiple time periods: 1-month -0.42%, YTD 8.91%, 1-year 18.36%, 3-year 10.32%, 5-year 1.90%, 10-year 8.13%.

MDILX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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