MGDIX Mutual Fund

MGDIX Mutual Fund

NAV$18.44
See how much of MGDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+3.51%
6 Months
+7.02%
YTD
+9.22%
1 Year
+17.48%
3 Years (annualized)
+12.30%
5 Years (annualized)
+6.97%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+6.57%
vs Peers
+2.65%

MGDIX Mutual Fund Performance

MGDIX performance across multiple time periods: 1-month -1.04%, YTD 9.22%, 1-year 17.48%, 3-year 12.30%, 5-year 6.97%, 10-year 8.45%.

MGDIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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