MMDGX Mutual Fund

MMDGX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
+2.55%
3 Months
+6.91%
6 Months
+8.25%
YTD
+11.52%
1 Year
+10.68%
3 Years (annualized)
+12.45%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+9.68%
vs Peers
+1.84%

MMDGX Mutual Fund Performance

MMDGX performance across multiple time periods: 1-month 2.55%, YTD 11.52%, 1-year 10.68%, 3-year 12.45%, 5-year 8.53%.

MMDGX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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