MGDSX Mutual Fund

NAV$18.21

Returns Overview

1 Month
+0.90%
3 Months
+12.66%
6 Months
+10.57%
YTD
+10.09%
1 Year
+18.57%
3 Years (annualized)
+13.19%
5 Years (annualized)
+6.81%

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

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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)
+10.09%
Peer Avg (YTD)
+6.73%
vs Peers
+3.37%

MGDSX Mutual Fund Performance

MGDSX performance across multiple time periods: 1-month 0.90%, YTD 10.09%, 1-year 18.57%, 3-year 13.19%, 5-year 6.81%.

MGDSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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