MDIIX Mutual Fund

MDIIX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
-3.30%
3 Months
-0.14%
6 Months
+8.77%
YTD
+8.71%
1 Year
+14.62%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.24%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIIX 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)
+8.71%
Peer Avg (YTD)
+9.29%
vs Peers
-0.58%

MDIIX Mutual Fund Performance

MDIIX performance across multiple time periods: 1-month -3.30%, YTD 8.71%, 1-year 14.62%, 3-year 18.14%, 5-year 9.24%, 10-year 9.32%.

MDIIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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