MGDAX Mutual Fund

MGDAX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
-1.06%
3 Months
+3.45%
6 Months
+6.89%
YTD
+9.07%
1 Year
+17.18%
3 Years (annualized)
+12.04%
5 Years (annualized)
+6.72%
10 Years (annualized)
+8.63%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+6.57%
vs Peers
+2.50%

MGDAX Mutual Fund Performance

MGDAX performance across multiple time periods: 1-month -1.06%, YTD 9.07%, 1-year 17.18%, 3-year 12.04%, 5-year 6.72%, 10-year 8.63%.

MGDAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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