MGDBX Mutual Fund

MGDBX Mutual Fund

NAV$15.12
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Returns Overview

3 Months
+0.60%
6 Months
-1.31%
YTD
+1.75%
1 Year
+2.52%
3 Years (annualized)
+8.77%
5 Years (annualized)
+8.13%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDBX 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
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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)
+1.75%
Peer Avg (YTD)
+4.87%
vs Peers
-3.12%

MGDBX Mutual Fund Performance

MGDBX performance across multiple time periods: YTD 1.75%, 1-year 2.52%, 3-year 8.77%, 5-year 8.13%, 10-year 6.23%.

MGDBX returns trail the peer average of 4.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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