MDFGX Mutual Fund

MDFGX Mutual Fund

NAV$32.46
See how much of MDFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.97%
3 Months
+2.24%
6 Months
+26.24%
YTD
+14.38%
1 Year
+13.47%
3 Years (annualized)
+21.74%
5 Years (annualized)
+8.99%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+8.68%
vs Peers
+5.70%

MDFGX Mutual Fund Performance

MDFGX performance across multiple time periods: 1-month 1.97%, YTD 14.38%, 1-year 13.47%, 3-year 21.74%, 5-year 8.99%, 10-year 16.40%.

MDFGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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