MDILX Mutual Fund

MDILX Mutual Fund

NAV$23.59
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Returns Overview

1 Month
-1.99%
3 Months
+0.77%
6 Months
+12.90%
YTD
+9.75%
1 Year
+15.62%
3 Years (annualized)
+11.49%
5 Years (annualized)
+2.30%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDILX 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 US Index
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.29%
vs Peers
+0.46%

MDILX Mutual Fund Performance

MDILX performance across multiple time periods: 1-month -1.99%, YTD 9.75%, 1-year 15.62%, 3-year 11.49%, 5-year 2.30%, 10-year 7.73%.

MDILX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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