MEDGX Mutual Fund

MEDGX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
+0.63%
3 Months
+4.32%
6 Months
+2.93%
YTD
+3.01%
1 Year
+10.54%
3 Years (annualized)
+9.77%
5 Years (annualized)
+2.81%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDGX 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
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📉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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+3.07%
vs Peers
-0.06%

MEDGX Mutual Fund Performance

MEDGX performance across multiple time periods: 1-month 0.63%, YTD 3.01%, 1-year 10.54%, 3-year 9.77%, 5-year 2.81%, 10-year 3.98%.

MEDGX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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