MDIFX Mutual Fund

MDIFX Mutual Fund

NAV$30.01
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Returns Overview

1 Month
-3.35%
3 Months
+1.35%
6 Months
+10.33%
YTD
+8.97%
1 Year
+13.59%
3 Years (annualized)
+16.37%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIFX 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)
+8.97%
Peer Avg (YTD)
+7.91%
vs Peers
+1.06%

MDIFX Mutual Fund Performance

MDIFX performance across multiple time periods: 1-month -3.35%, YTD 8.97%, 1-year 13.59%, 3-year 16.37%, 5-year 6.78%, 10-year 8.87%.

MDIFX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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