MDGRX Mutual Fund

NAV$33.73

Returns Overview

1 Month
-6.71%
3 Months
-9.20%
6 Months
+7.55%
YTD
+5.96%
1 Year
+26.54%
3 Years (annualized)
+10.74%
5 Years (annualized)
+10.02%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDGRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+11.40%
vs Peers
-5.43%

MDGRX Mutual Fund Performance

MDGRX performance across multiple time periods: 1-month -6.71%, YTD 5.96%, 1-year 26.54%, 3-year 10.74%, 5-year 10.02%, 10-year 11.75%.

MDGRX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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