MDAIX Mutual Fund

MDAIX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-1.87%
3 Months
-1.08%
6 Months
+8.32%
YTD
+6.67%
1 Year
+9.51%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDAIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+4.96%
vs Peers
+1.71%

MDAIX Mutual Fund Performance

MDAIX performance across multiple time periods: 1-month -1.87%, YTD 6.67%, 1-year 9.51%, 3-year 13.00%, 5-year 6.51%.

MDAIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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