MGFSX Mutual Fund

MGFSX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
+2.53%
3 Months
-1.73%
6 Months
+9.25%
YTD
+5.59%
1 Year
+13.42%
3 Years (annualized)
+15.20%
5 Years (annualized)
+4.72%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGFSX 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)
+5.59%
Peer Avg (YTD)
+8.51%
vs Peers
-2.92%

MGFSX Mutual Fund Performance

MGFSX performance across multiple time periods: 1-month 2.53%, YTD 5.59%, 1-year 13.42%, 3-year 15.20%, 5-year 4.72%, 10-year 11.00%.

MGFSX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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