MGFSX Mutual Fund

NAV$8.59

Returns Overview

1 Month
+1.16%
3 Months
+21.19%
6 Months
+9.10%
YTD
+8.70%
1 Year
+16.42%
3 Years (annualized)
+6.88%
5 Years (annualized)
+1.08%
10 Years (annualized)
+8.08%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.70%
Peer Avg (YTD)
+8.97%
vs Peers
-0.28%

MGFSX Mutual Fund Performance

MGFSX performance across multiple time periods: 1-month 1.16%, YTD 8.70%, 1-year 16.42%, 3-year 6.88%, 5-year 1.08%, 10-year 8.08%.

MGFSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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