MDGCX Mutual Fund

MDGCX Mutual Fund

NAV$31.50
See how much of MDGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.54%
3 Months
-1.24%
6 Months
+2.90%
YTD
+14.25%
1 Year
+17.21%
3 Years (annualized)
+24.42%
5 Years (annualized)
+11.66%
10 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDGCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+8.05%
vs Peers
+6.20%

MDGCX Mutual Fund Performance

MDGCX performance across multiple time periods: 1-month -2.54%, YTD 14.25%, 1-year 17.21%, 3-year 24.42%, 5-year 11.66%, 10-year 12.75%.

MDGCX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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