MGFOX Mutual Fund

NAV$5.37

Returns Overview

1 Month
+0.41%
3 Months
+2.70%
6 Months
+5.24%
YTD
+7.86%
1 Year
+9.04%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.22%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFOX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate (Hedged USD) Index
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+11.48%
vs Peers
-3.62%

MGFOX Mutual Fund Performance

MGFOX performance across multiple time periods: 1-month 0.41%, YTD 7.86%, 1-year 9.04%, 3-year 7.86%, 5-year 3.22%, 10-year 3.66%.

MGFOX returns trail the peer average of 11.48% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

MGFOX performance comparison shows side-by-side returns with another fund. MGFOX alternatives are available in the Mutual Fund Screener.