MGFRX Mutual Fund

MGFRX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
+2.50%
3 Months
-1.86%
6 Months
+9.02%
YTD
+5.29%
1 Year
+13.03%
3 Years (annualized)
+14.79%
5 Years (annualized)
+4.36%
10 Years (annualized)
+10.60%

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)
+5.29%
Peer Avg (YTD)
+8.51%
vs Peers
-3.22%

MGFRX Mutual Fund Performance

MGFRX performance across multiple time periods: 1-month 2.50%, YTD 5.29%, 1-year 13.03%, 3-year 14.79%, 5-year 4.36%, 10-year 10.60%.

MGFRX returns trail the peer average of 8.51% 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.