MFGSX Mutual Fund

MFGSX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
-1.33%
3 Months
-1.08%
6 Months
-1.36%
YTD
-1.07%
1 Year
+1.91%
3 Years (annualized)
+2.82%
5 Years (annualized)
-1.01%
10 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFGSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.07%
Peer Avg (YTD)
+0.12%
vs Peers
-1.20%

MFGSX Mutual Fund Performance

MFGSX performance across multiple time periods: 1-month -1.33%, YTD -1.07%, 1-year 1.91%, 3-year 2.82%, 5-year -1.01%, 10-year 0.50%.

MFGSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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