MDFGX Mutual Fund

MDFGX Mutual Fund

NAV$31.39
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Returns Overview

1 Month
-2.94%
3 Months
+3.67%
6 Months
-12.66%
YTD
+8.88%
1 Year
+11.94%
3 Years (annualized)
+20.47%
5 Years (annualized)
+8.97%
10 Years (annualized)
+16.07%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+6.23%
vs Peers
+2.65%

MDFGX Mutual Fund Performance

MDFGX performance across multiple time periods: 1-month -2.94%, YTD 8.88%, 1-year 11.94%, 3-year 20.47%, 5-year 8.97%, 10-year 16.07%.

MDFGX returns outperform the peer average of 6.23% 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.