MDIOX Mutual Fund

MDIOX Mutual Fund

NAV$28.61
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Returns Overview

1 Month
+2.85%
3 Months
+4.22%
6 Months
+3.82%
YTD
+12.76%
1 Year
+20.84%
3 Years (annualized)
+15.74%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIOX 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
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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)
+12.76%
Peer Avg (YTD)
+11.10%
vs Peers
+1.65%

MDIOX Mutual Fund Performance

MDIOX performance across multiple time periods: 1-month 2.85%, YTD 12.76%, 1-year 20.84%, 3-year 15.74%, 5-year 6.45%, 10-year 8.69%.

MDIOX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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