MGDCX Mutual Fund

NAV$17.75

Returns Overview

1 Month
+0.86%
3 Months
+12.48%
6 Months
+10.22%
YTD
+9.74%
1 Year
+17.73%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDCX 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)
+9.74%
Peer Avg (YTD)
+6.73%
vs Peers
+3.01%

MGDCX Mutual Fund Performance

MGDCX performance across multiple time periods: 1-month 0.86%, YTD 9.74%, 1-year 17.73%, 3-year 12.41%, 5-year 7.41%, 10-year 9.00%.

MGDCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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