MGRDX Mutual Fund

MGRDX Mutual Fund

NAV$49.56
See how much of MGRDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.75%
3 Months
+3.24%
6 Months
+0.22%
YTD
+6.84%
1 Year
+11.75%
3 Years (annualized)
+13.78%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.01%

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)
+6.84%
Peer Avg (YTD)
+8.51%
vs Peers
-1.67%

MGRDX Mutual Fund Performance

MGRDX performance across multiple time periods: 1-month 3.75%, YTD 6.84%, 1-year 11.75%, 3-year 13.78%, 5-year 6.87%, 10-year 10.01%.

MGRDX returns trail the peer average of 8.51% 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.