MGRDX Mutual Fund

NAV$50.72

Returns Overview

1 Month
-1.86%
3 Months
+5.67%
6 Months
+2.00%
YTD
+1.55%
1 Year
+7.09%
3 Years (annualized)
+11.34%
5 Years (annualized)
+6.07%
10 Years (annualized)
+10.00%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+8.97%
vs Peers
-7.42%

MGRDX Mutual Fund Performance

MGRDX performance across multiple time periods: 1-month -1.86%, YTD 1.55%, 1-year 7.09%, 3-year 11.34%, 5-year 6.07%, 10-year 10.00%.

MGRDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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