MCDIX Mutual Fund

MCDIX Mutual Fund

NAV$8.80
See how much of MCDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.83%
3 Months
-2.12%
6 Months
-1.21%
YTD
-0.88%
1 Year
+0.22%
3 Years (annualized)
+5.39%
5 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCDIX 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
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+5.40%
vs Peers
-6.28%

MCDIX Mutual Fund Performance

MCDIX performance across multiple time periods: 1-month -1.83%, YTD -0.88%, 1-year 0.22%, 3-year 5.39%, 5-year 1.22%.

MCDIX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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