MTGDX Mutual Fund

NAV$7.88

Returns Overview

1 Month
+1.40%
3 Months
+2.02%
6 Months
+5.12%
YTD
+5.12%
1 Year
+9.62%
3 Years (annualized)
+5.77%
5 Years (annualized)
+3.33%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTGDX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+2.93%
vs Peers
+2.20%

MTGDX Mutual Fund Performance

MTGDX performance across multiple time periods: 1-month 1.40%, YTD 5.12%, 1-year 9.62%, 3-year 5.77%, 5-year 3.33%, 10-year 3.74%.

MTGDX returns outperform the peer average of 2.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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