MGDIX Mutual Fund

MGDIX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
-1.53%
3 Months
-0.60%
6 Months
+12.09%
YTD
+9.71%
1 Year
+13.02%
3 Years (annualized)
+13.87%
5 Years (annualized)
+6.99%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGDIX 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)
+9.71%
Peer Avg (YTD)
+6.10%
vs Peers
+3.61%

MGDIX Mutual Fund Performance

MGDIX performance across multiple time periods: 1-month -1.53%, YTD 9.71%, 1-year 13.02%, 3-year 13.87%, 5-year 6.99%, 10-year 8.60%.

MGDIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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