MDIZX Mutual Fund

MDIZX Mutual Fund

NAV$30.78
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Returns Overview

1 Month
-3.27%
3 Months
+1.62%
6 Months
+10.93%
YTD
+9.82%
1 Year
+14.80%
3 Years (annualized)
+17.05%
5 Years (annualized)
+7.65%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDIZX 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)
+9.82%
Peer Avg (YTD)
+7.91%
vs Peers
+1.90%

MDIZX Mutual Fund Performance

MDIZX performance across multiple time periods: 1-month -3.27%, YTD 9.82%, 1-year 14.80%, 3-year 17.05%, 5-year 7.65%, 10-year 9.81%.

MDIZX returns outperform the peer average of 7.91% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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