MDFGX Mutual Fund

MDFGX Mutual Fund

NAV$32.95
See how much of MDFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.31%
3 Months
-1.64%
6 Months
+17.14%
YTD
+12.17%
1 Year
+15.84%
3 Years (annualized)
+21.74%
5 Years (annualized)
+8.99%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+8.51%
vs Peers
+3.66%

MDFGX Mutual Fund Performance

MDFGX performance across multiple time periods: 1-month 3.31%, YTD 12.17%, 1-year 15.84%, 3-year 21.74%, 5-year 8.99%, 10-year 16.40%.

MDFGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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