MGRDX Mutual Fund

MGRDX Mutual Fund

NAV$51.13
See how much of MGRDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.40%
3 Months
+2.02%
6 Months
+0.10%
YTD
+2.98%
1 Year
+9.91%
3 Years (annualized)
+10.95%
5 Years (annualized)
+6.29%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRDX 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
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+6.23%
vs Peers
-3.26%

MGRDX Mutual Fund Performance

MGRDX performance across multiple time periods: 1-month 1.40%, YTD 2.98%, 1-year 9.91%, 3-year 10.95%, 5-year 6.29%, 10-year 9.69%.

MGRDX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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