MGDAX Mutual Fund

NAV$18.06

Returns Overview

1 Month
+0.96%
3 Months
+12.74%
6 Months
+10.79%
YTD
+10.24%
1 Year
+18.89%
3 Years (annualized)
+13.14%
5 Years (annualized)
+6.99%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+6.73%
vs Peers
+3.52%

MGDAX Mutual Fund Performance

MGDAX performance across multiple time periods: 1-month 0.96%, YTD 10.24%, 1-year 18.89%, 3-year 13.14%, 5-year 6.99%, 10-year 8.66%.

MGDAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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