MDFGX Mutual Fund

NAV$32.01

Returns Overview

1 Month
-1.91%
3 Months
+23.47%
6 Months
+12.19%
YTD
+11.87%
1 Year
+17.97%
3 Years (annualized)
+22.74%
5 Years (annualized)
+10.35%
10 Years (annualized)
+17.03%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+8.97%
vs Peers
+2.89%

MDFGX Mutual Fund Performance

MDFGX performance across multiple time periods: 1-month -1.91%, YTD 11.87%, 1-year 17.97%, 3-year 22.74%, 5-year 10.35%, 10-year 17.03%.

MDFGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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