MDGRX Mutual Fund

MDGRX Mutual Fund

NAV$36.50
See how much of MDGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.26%
3 Months
-3.25%
6 Months
+2.52%
YTD
+14.28%
1 Year
+34.05%
3 Years (annualized)
+10.63%
5 Years (annualized)
+11.93%
10 Years (annualized)
+9.59%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+17.07%
vs Peers
-2.79%

MDGRX Mutual Fund Performance

MDGRX performance across multiple time periods: 1-month 6.26%, YTD 14.28%, 1-year 34.05%, 3-year 10.63%, 5-year 11.93%, 10-year 9.59%.

MDGRX returns trail the peer average of 17.07% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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