MGDSX Mutual Fund

MGDSX Mutual Fund

NAV$18.12
See how much of MGDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.06%
3 Months
+3.39%
6 Months
+6.76%
YTD
+8.92%
1 Year
+16.94%
3 Years (annualized)
+11.76%
5 Years (annualized)
+6.36%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDSX 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)
+8.92%
Peer Avg (YTD)
+6.57%
vs Peers
+2.35%

MGDSX Mutual Fund Performance

MGDSX performance across multiple time periods: 1-month -1.06%, YTD 8.92%, 1-year 16.94%, 3-year 11.76%, 5-year 6.36%, 10-year 8.29%.

MGDSX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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