MEDGX Mutual Fund

MEDGX Mutual Fund

NAV$12.64
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Returns Overview

1 Month
-1.08%
3 Months
+0.47%
6 Months
+0.89%
YTD
+1.90%
1 Year
+8.23%
3 Years (annualized)
+8.71%
5 Years (annualized)
+2.53%
10 Years (annualized)
+3.68%

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
PROUpgrade to run
📉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)
+1.90%
Peer Avg (YTD)
+2.32%
vs Peers
-0.42%

MEDGX Mutual Fund Performance

MEDGX performance across multiple time periods: 1-month -1.08%, YTD 1.90%, 1-year 8.23%, 3-year 8.71%, 5-year 2.53%, 10-year 3.68%.

MEDGX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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