MDGRX Mutual Fund

MDGRX Mutual Fund

NAV$35.56
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Returns Overview

1 Month
-6.04%
3 Months
+9.62%
6 Months
-0.46%
YTD
+16.16%
1 Year
+25.87%
3 Years (annualized)
+15.41%
5 Years (annualized)
+14.33%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDGRX 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 Global Natural Resources Index Total Return USD(^SPGNRTRU)
This Mutual Fund (YTD)
+16.16%
Peer Avg (YTD)
+18.95%
vs Peers
-2.80%

MDGRX Mutual Fund Performance

MDGRX performance across multiple time periods: 1-month -6.04%, YTD 16.16%, 1-year 25.87%, 3-year 15.41%, 5-year 14.33%, 10-year 13.49%.

MDGRX returns trail the peer average of 18.95% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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