TMDIX Mutual Fund

TMDIX Mutual Fund

NAV$18.26
See how much of TMDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.76%
3 Months
+6.45%
6 Months
+5.88%
YTD
+4.50%
1 Year
+3.90%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.82%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMDIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+9.54%
vs Peers
-5.04%

TMDIX Mutual Fund Performance

TMDIX performance across multiple time periods: 1-month -3.76%, YTD 4.50%, 1-year 3.90%, 3-year 10.52%, 5-year 5.82%, 10-year 11.87%.

TMDIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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