MDITX Mutual Fund

MDITX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
+2.06%
3 Months
+4.59%
6 Months
+5.74%
YTD
+10.26%
1 Year
+22.00%
3 Years (annualized)
+15.07%
5 Years (annualized)
+7.65%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDITX 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 ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+10.67%
vs Peers
-0.41%

MDITX Mutual Fund Performance

MDITX performance across multiple time periods: 1-month 2.06%, YTD 10.26%, 1-year 22.00%, 3-year 15.07%, 5-year 7.65%, 10-year 9.72%.

MDITX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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