MDEGX Mutual Fund

MDEGX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-2.86%
3 Months
+3.93%
6 Months
+6.08%
YTD
+15.63%
1 Year
+16.98%
3 Years (annualized)
+13.74%
5 Years (annualized)
+8.89%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDEGX 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
PROUpgrade to run
🏦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 World Index(MDWO)
This Mutual Fund (YTD)
+15.63%
Peer Avg (YTD)
+6.23%
vs Peers
+9.40%

MDEGX Mutual Fund Performance

MDEGX performance across multiple time periods: 1-month -2.86%, YTD 15.63%, 1-year 16.98%, 3-year 13.74%, 5-year 8.89%, 10-year 12.41%.

MDEGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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