MGFIX Mutual Fund

MGFIX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
+0.09%
3 Months
-0.27%
6 Months
-0.48%
YTD
-0.17%
1 Year
+1.92%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.53%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.17%
Peer Avg (YTD)
+2.15%
vs Peers
-2.32%

MGFIX Mutual Fund Performance

MGFIX performance across multiple time periods: 1-month 0.09%, YTD -0.17%, 1-year 1.92%, 3-year 8.05%, 5-year 3.53%, 10-year 6.43%.

MGFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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