MDIDX Mutual Fund

MDIDX Mutual Fund

NAV$30.29
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Returns Overview

1 Month
-3.32%
3 Months
+1.54%
6 Months
+10.76%
YTD
+9.55%
1 Year
+14.43%
3 Years (annualized)
+16.64%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIDX 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 ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+7.91%
vs Peers
+1.64%

MDIDX Mutual Fund Performance

MDIDX performance across multiple time periods: 1-month -3.32%, YTD 9.55%, 1-year 14.43%, 3-year 16.64%, 5-year 7.27%, 10-year 9.52%.

MDIDX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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