MGDAX Mutual Fund

MGDAX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
-1.61%
3 Months
-0.73%
6 Months
+11.92%
YTD
+9.44%
1 Year
+12.73%
3 Years (annualized)
+13.60%
5 Years (annualized)
+6.74%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+6.10%
vs Peers
+3.34%

MGDAX Mutual Fund Performance

MGDAX performance across multiple time periods: 1-month -1.61%, YTD 9.44%, 1-year 12.73%, 3-year 13.60%, 5-year 6.74%, 10-year 8.77%.

MGDAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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