MGATX Mutual Fund

MGATX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-0.47%
3 Months
-1.52%
6 Months
-1.72%
YTD
+0.23%
1 Year
+5.55%
3 Years (annualized)
+3.64%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGATX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.15%
vs Peers
+0.08%

MGATX Mutual Fund Performance

MGATX performance across multiple time periods: 1-month -0.47%, YTD 0.23%, 1-year 5.55%, 3-year 3.64%, 5-year 0.39%, 10-year 1.75%.

MGATX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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