TMDIX Mutual Fund

NAV$18.54

Returns Overview

1 Month
+5.89%
3 Months
+18.48%
6 Months
+9.30%
YTD
+8.59%
1 Year
+9.47%
3 Years (annualized)
+12.81%
5 Years (annualized)
+7.13%
10 Years (annualized)
+19.33%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+10.82%
vs Peers
-2.23%

TMDIX Mutual Fund Performance

TMDIX performance across multiple time periods: 1-month 5.89%, YTD 8.59%, 1-year 9.47%, 3-year 12.81%, 5-year 7.13%, 10-year 19.33%.

TMDIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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