TMDIX Mutual Fund

TMDIX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
-4.80%
3 Months
-5.83%
6 Months
+11.56%
YTD
+2.25%
1 Year
-2.13%
3 Years (annualized)
+12.53%
5 Years (annualized)
+5.72%
10 Years (annualized)
+18.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMDIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+6.73%
vs Peers
-4.48%

TMDIX Mutual Fund Performance

TMDIX performance across multiple time periods: 1-month -4.80%, YTD 2.25%, 1-year -2.13%, 3-year 12.53%, 5-year 5.72%, 10-year 18.70%.

TMDIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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