MDIZX Mutual Fund

MDIZX Mutual Fund

NAV$30.76
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Returns Overview

1 Month
+2.91%
3 Months
+4.47%
6 Months
+4.36%
YTD
+13.53%
1 Year
+22.11%
3 Years (annualized)
+17.05%
5 Years (annualized)
+7.65%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIZX 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
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📉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)
+13.53%
Peer Avg (YTD)
+11.10%
vs Peers
+2.43%

MDIZX Mutual Fund Performance

MDIZX performance across multiple time periods: 1-month 2.91%, YTD 13.53%, 1-year 22.11%, 3-year 17.05%, 5-year 7.65%, 10-year 9.81%.

MDIZX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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