MEDGX Mutual Fund

MEDGX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
+0.98%
3 Months
-1.53%
6 Months
-1.08%
YTD
+0.34%
1 Year
+1.89%
3 Years (annualized)
+10.23%
5 Years (annualized)
+2.45%
10 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEDGX 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
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📉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
Jpmorgan Emerging Markets Bond Index Global(MXWO)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+1.06%
vs Peers
-0.72%

MEDGX Mutual Fund Performance

MEDGX performance across multiple time periods: 1-month 0.98%, YTD 0.34%, 1-year 1.89%, 3-year 10.23%, 5-year 2.45%, 10-year 3.30%.

MEDGX returns trail the peer average of 1.06% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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