MGFRX Mutual Fund

MGFRX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
-5.27%
3 Months
+1.13%
6 Months
+2.86%
YTD
+2.71%
1 Year
+10.62%
3 Years (annualized)
+12.72%
5 Years (annualized)
+4.39%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+6.23%
vs Peers
-3.52%

MGFRX Mutual Fund Performance

MGFRX performance across multiple time periods: 1-month -5.27%, YTD 2.71%, 1-year 10.62%, 3-year 12.72%, 5-year 4.39%, 10-year 11.03%.

MGFRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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