MDISX Mutual Fund

MDISX Mutual Fund

NAV$33.63
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Returns Overview

1 Month
+6.10%
3 Months
+6.20%
6 Months
+4.14%
YTD
+6.52%
1 Year
+19.04%
3 Years (annualized)
+13.54%
5 Years (annualized)
+10.55%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDISX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+11.41%
vs Peers
-4.89%

MDISX Mutual Fund Performance

MDISX performance across multiple time periods: 1-month 6.10%, YTD 6.52%, 1-year 19.04%, 3-year 13.54%, 5-year 10.55%, 10-year 9.36%.

MDISX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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