MDISX Mutual Fund

MDISX Mutual Fund

NAV$34.40
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Returns Overview

1 Month
+4.26%
3 Months
+0.41%
6 Months
+6.64%
YTD
+6.97%
1 Year
+12.89%
3 Years (annualized)
+16.38%
5 Years (annualized)
+10.01%
10 Years (annualized)
+9.01%

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)
+6.97%
Peer Avg (YTD)
+12.44%
vs Peers
-5.47%

MDISX Mutual Fund Performance

MDISX performance across multiple time periods: 1-month 4.26%, YTD 6.97%, 1-year 12.89%, 3-year 16.38%, 5-year 10.01%, 10-year 9.01%.

MDISX returns trail the peer average of 12.44% 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.